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ORCHESTRAL FINANCIAL GROUP INC.
CRD 144346
1404 SWEET HOME RD., STE 8, AMHERST, NY, 14228, United States
Phone
716-691-4288
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.1M
Discretionary AUM
$13.8M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $9.5M |
| High net worth individuals | 8 | $4.6M |
All web addresses on file
Official SEC filing: View on IAPD