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MEMBERS ADVISORY GROUP, LLC

CRD 153723 · SEC 801-77362

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6750 MAIN STREET, WILLIAMSVILLE, NY, 14221, United States

Phone

(716) 632-4066

Fax

(716) 632-1119

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$443.2M

Discretionary AUM

$440.7M

Team

7 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-08

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals777$233.7M
High net worth individuals129$209.2M

States served

AZ, LA, NY, NC, OH, SC, TN, TX, FL

All web addresses on file

Official SEC filing: View on IAPD