DOPKINS WEALTH MANAGEMENT, LLC
Tel: 716-634-8800 200 International Drive Williamsville, New York 14221
About DOPKINS WEALTH MANAGEMENT, LLC
DOPKINS WEALTH MANAGEMENT, LLC is a Williamsville, New York based financial advisory firm with nearly $645,557,984 in assets under management and provides investment advisory services for 741 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
124209
Firm SEC#:
801-61818
Assets Under Management:
$645,557,984
No. of Clients:
741
Advisory Services Provided:
Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors
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