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Financial Advisor
New York
Buffalo
NOTE ADVISORS, LLC

NOTE ADVISORS, LLC

Tel: (716) 256-1682 50 Lakefront Blvd, Suite 215 Buffalo, New York 14202

About NOTE ADVISORS, LLC

NOTE ADVISORS, LLC is a Buffalo, New York based financial advisory firm with nearly $292,461,620 in assets under management and provides investment advisory services for 992 clients. There are currently 8 financial advisors at the firm.

General Information
Firm CRD#:

171466

Firm SEC#:

801-79807

Assets Under Management:

$292,461,620

No. of Clients:

992

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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