WATERFORD ADVISORS, LLC - Financial Advisor in New York, Orchard Park

Tel: 716-580-3906 3858 North Buffalo Rd Suite 2 Orchard Park, New York 14127

About WATERFORD ADVISORS, LLC

WATERFORD ADVISORS, LLC is a Orchard Park, New York based financial advisory firm with nearly $300,330,770 in assets under management and provides investment advisory services for 851 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

119442

Firm SEC#:

801-62941

Assets Under Management:

$300,330,770

No. of Clients:

851

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

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Top Financial Advisory Firms in New York, Orchard Park

FirmCRD#:321609

SEC#:801-125815

No. of Advisors:2

No. of Clients:541

AUM:$172,203,721

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

FARRELL FINANCIAL

321609

801-125815

541

$172,203,721

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