LANDMARK WEALTH MANAGEMENT
Tel: 716-810-9594 2410 North Forest Road Suite 101 Getzville, New York 14068
About LANDMARK WEALTH MANAGEMENT
LANDMARK WEALTH MANAGEMENT is a Getzville, New York based financial advisory firm with nearly $615,905,000 in assets under management and provides investment advisory services for 279 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
109379
Firm SEC#:
801-74639
Assets Under Management:
$615,905,000
No. of Clients:
279
No. of Advisors:
8
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Fee Structure:
A percentage of AUM
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