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Western New York Financial Group, LLC

● SEC registered since 2019CRD 306083SEC# 801-117668Buffalo, NY
Export (members)
Reg. AUM
$80.6M
Employees
2
Accounts
183
Location
Buffalo, NY

Western New York Financial Group, LLC assets under management

Western New York Financial Group, LLC is a registered investment adviser overseen by the SEC based in Buffalo, NY. The firm has been registered since 2019. It reports $80.6 million in regulatory assets under management and employs 2 people.

Western New York Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Mark William Narby ControlManaging Partner/Cco50-75%2020
Michael Anthony Aquino ControlManaging Partner/Iar50-75%2019

Frequently asked questions

How much does Western New York Financial Group, LLC manage?

Western New York Financial Group, LLC reports $80.6 million in regulatory assets under management on its Form ADV.

How many employees does Western New York Financial Group, LLC have?

Western New York Financial Group, LLC reports 2 employees.

Where is Western New York Financial Group, LLC located?

Western New York Financial Group, LLC is based in Buffalo, NY and has been SEC-registered since 2019.

Does Western New York Financial Group, LLC disclose fund performance?

Western New York Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address560 Delaware Avenue, Suite 102, Buffalo, NY 14202
Phone716-743-6262
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$73.3M
Non-discretionary$7.3M
Total (RAUM)$80.6M