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Capital Insights Group of Wny, LLC.

● SEC registered since 2023CRD 282909SEC# 801-128310Buffalo, NY
Export (members)
Reg. AUM
$42.7M
Employees
2
Accounts
324
Location
Buffalo, NY

Capital Insights Group of Wny, LLC. assets under management

Capital Insights Group of Wny, LLC. is an investment advisory firm registered with the SEC based in Buffalo, NY. The firm has been registered since 2023. It reports $42.7 million in regulatory assets under management and employs 2 people.

Capital Insights Group of Wny, LLC. owners & executives

1 reported
NameTitleOwnershipSince
Christopher Richard Cinelli ControlPresident, CcoOver 75%2016

Frequently asked questions

How much does Capital Insights Group of Wny, LLC. manage?

Capital Insights Group of Wny, LLC. reports $42.7 million in regulatory assets under management on its Form ADV.

How many employees does Capital Insights Group of Wny, LLC. have?

Capital Insights Group of Wny, LLC. reports 2 employees.

Where is Capital Insights Group of Wny, LLC. located?

Capital Insights Group of Wny, LLC. is based in Buffalo, NY and has been SEC-registered since 2023.

Does Capital Insights Group of Wny, LLC. disclose fund performance?

Capital Insights Group of Wny, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address640 Ellicott Street, Mailbox 10, Buffalo, NY 14203
Phone716-309-4109
Fax716-332-6422
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$42.7M
Non-discretionary$0
Total (RAUM)$42.7M