BUFFALO FIRST WEALTH MANAGEMENT, LLC - Financial Advisor in New York, Williamsville

Tel: 716-861-7371 7606 Transit Rd, Suite 100 Williamsville, New York 14221

About BUFFALO FIRST WEALTH MANAGEMENT, LLC

BUFFALO FIRST WEALTH MANAGEMENT, LLC is a Williamsville, New York based financial advisory firm with nearly $76,656,085 in assets under management and provides investment advisory services for 448 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

168937

Firm SEC#:

801-120033

Assets Under Management:

$76,656,085

No. of Clients:

448

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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