DOPKINS WEALTH MANAGEMENT, LLC - Financial Advisor in New York, Williamsville

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Fixed fees

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