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Members Advisory Group, LLC

● SEC registered since 2012CRD 153723SEC# 801-77362Williamsville, NY
Export (members)
Reg. AUM
$405M
Employees
7
Accounts
1,401
Location
Williamsville, NY

Members Advisory Group, LLC assets under management

Members Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Williamsville, NY. The firm has been registered since 2012. It reports $405 million in regulatory assets under management and employs 7 people.
www.membersadvgrp.comView on SEC.gov ↗

Members Advisory Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Cheryl Lynn Fluker ControlChief Compliance OfficerUnder 5%2022
Scott Michael Cashmore ControlManaging PartnerOver 75%2024

Frequently asked questions

How much does Members Advisory Group, LLC manage?

Members Advisory Group, LLC reports $405 million in regulatory assets under management on its Form ADV.

How many employees does Members Advisory Group, LLC have?

Members Advisory Group, LLC reports 7 employees.

Where is Members Advisory Group, LLC located?

Members Advisory Group, LLC is based in Williamsville, NY and has been SEC-registered since 2012.

Does Members Advisory Group, LLC disclose fund performance?

Members Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6750 Main Street, Williamsville, NY 14221
Phone(716) 632-4066
Fax(716) 632-1119
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$402.6M
Non-discretionary$2.4M
Total (RAUM)$405M