| Name | Title | Ownership | Since |
|---|---|---|---|
| Financial Institutions, Inc. Control | Owner (100%) | Over 75% | 2016 |
| Heather Lynn Wisinski Control | Senior Director Of Operations | Under 5% | 2022 |
| James Edward Iglewski Control | President | Under 5% | 2023 |
Courier Capital, LLC reports $3.1 billion in regulatory assets under management on its Form ADV.
Courier Capital, LLC reports 25 employees.
Courier Capital, LLC is based in Buffalo, NY and has been SEC-registered since 2016.
Courier Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1114 Delaware Avenue, Buffalo, NY 14209-1604 |
| Phone | 716-883-9595 |
| Fax | 716-883-8048 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1015247 |
| Discloses disciplinary history | No |
| Discretionary | $2.66B |
| Non-discretionary | $431.3M |
| Total (RAUM) | $3.09B |