DOPKINS WEALTH MANAGEMENT, LLC

200 International Drive
Williamsville, New York 14221
Tel: 716-634-8800

About DOPKINS WEALTH MANAGEMENT, LLC

DOPKINS WEALTH MANAGEMENT, LLC, formally registered with the SEC as DOPKINS WEALTH MANAGEMENT, LLC. The firm was established in 03/14/2003. They have over 2 offices throughout the country.

DOPKINS WEALTH MANAGEMENT, LLC is a Williamsville, New York based Financial Planning firm with nearly $645,557,984 assets under management, offering retirement planning & investment advisory services to 741 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124209
SEC#	801-61818
Assets Managed by Firm	$645,557,984
No. of Clients	741
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	741	$645,557,984
Individuals (other than high net worth individuals)	140	$27,170,500
High net worth individuals	136	$584,047,934
Pension and profit sharing plans	12	$10,057,628
Charitable organizations	4	$1,078,236
Corporations or other businesses	11	$23,203,686

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