MEMBERS ADVISORY GROUP, LLC

6750 Main Street
Williamsville, New York 14221
Tel: (716) 632-4066

About MEMBERS ADVISORY GROUP, LLC

MEMBERS ADVISORY GROUP, LLC, formally registered with the SEC as MEMBERS ADVISORY GROUP, LLC. The firm was established in 11/14/2012. They have over 6 offices throughout the country.

MEMBERS ADVISORY GROUP, LLC is a Williamsville, New York based Financial Planning firm with nearly $349,303,034 assets under management, offering retirement planning & investment advisory services to 1306 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153723
SEC#	801-77362
Assets Managed by Firm	$349,303,034
No. of Clients	1306
No. of Advisors	6

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	1306	$349,303,034
Individuals (other than high net worth individuals)	777	$226,838,317
High net worth individuals	75	$122,135,615
Corporations or other businesses	Fewer than 5 clients	$329,102

More Retirement Planning firms in Williamsville, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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