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

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