NORTHCAPE WEALTH MANAGEMENT - Financial Advisor in New York, Williamsville

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

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, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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