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MEMBERS ADVISORY GROUP, LLC
CRD 153723 · SEC 801-77362
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 777 | $233.7M |
| High net worth individuals | 129 | $209.2M |
States served
AZ, LA, NY, NC, OH, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD