NORTHCAPE WEALTH MANAGEMENT
Tel: (71) 632-6565 6565 Main Street Williamsville, New York 14221
About NORTHCAPE WEALTH MANAGEMENT
NORTHCAPE WEALTH MANAGEMENT is a Williamsville, New York based financial advisory firm with nearly $565,612,204 in assets under management and provides investment advisory services for 1379 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
312350
Firm SEC#:
801-120425
Assets Under Management:
$565,612,204
No. of Clients:
1379
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
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