SAPERSTON LEGACY ADVISORS, INC.

172 Lake Street
Hamburg, New York 14075
Tel: 716-649-9800

About SAPERSTON LEGACY ADVISORS, INC.

SAPERSTON LEGACY ADVISORS, INC, formally registered with the SEC as SAPERSTON LEGACY ADVISORS, INC. The firm was established in 05/04/2021. They have over 2 offices throughout the country.

SAPERSTON LEGACY ADVISORS, INC. is a Hamburg, New York based Financial Planning firm with nearly $53,867,432 assets under management, offering retirement planning & investment advisory services to 123 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105849
SEC#	801-121038
Assets Managed by Firm	$53,867,432
No. of Clients	123
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	123	$53,867,432
Individuals (other than high net worth individuals)	114	$6,539,080
High net worth individuals	7	$47,273,451
Corporations or other businesses	2	$54,901

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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