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

Tel: 716-626-5000 Sheridan Meadows Corporate Park North 6400 Sheridan Drive, Suite 132 Williamsville, New York 14221-4842

About OGOREK WEALTH MANAGEMENT, LLC

OGOREK WEALTH MANAGEMENT, LLC is a Williamsville, New York based financial advisory firm with nearly $525,271,810 in assets under management and provides investment advisory services for 638 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

105707

Firm SEC#:

801-18446

Assets Under Management:

$525,271,810

No. of Clients:

638

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$645,557,984

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$565,612,204

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$349,303,034

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