INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC - Financial Advisor in New York, Williamsville

Tel: 716-568-8566 305 Spindrift Drive Williamsville, New York 14221

About INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC is a Williamsville, New York based financial advisory firm with nearly $953,830,582 in assets under management and provides investment advisory services for 5873 clients. There are currently 21 financial advisors at the firm.

General Information

Firm CRD#:

144733

Firm SEC#:

801-69708

Assets Under Management:

$953,830,582

No. of Clients:

5873

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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