WNY Asset Management

EST. AUM
$1,450,691,313

CONTACTS
8

CLIENT ACCOUNTS
6,673

Firm Details

Metro area Buffalo
CRD Number 153872
Website wnyasset.com
Client types

Overview

WNY Asset Management is an investment advisory firm. It offers individualized financial planning advice, education funding, retirement, estate, and insurance planning, etc. They primarily allocate client investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, mutual funds and/or exchange traded funds (“ETFs”), on a discretionary basis in accordance with the client’s designated investment objectives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

WNY Asset Management

Platform Details

Investment Preferences

Alternative Activity

Address

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