← Back to searchVisit website
FINANCIAL PLANNING CENTER
SOBOLEWSKI, TIMOTHY RICHARD
CRD 148660
4511 HARLEM RD, AMHERST, NY, 14226, United States
Phone
716-240-4304
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$19.4M
Discretionary AUM
$19.4M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2023-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $19.4M |
All web addresses on file
Official SEC filing: View on IAPD