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NOTE ADVISORS, LLC
CRD 171466 · SEC 801-79807
50 LAKEFRONT BLVD, SUITE 215, BUFFALO, NY, 14202, United States
Phone
(716) 256-1682
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$437.0M
Discretionary AUM
$436.6M
Team
11 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 465 | $173.4M |
| High net worth individuals | 53 | $191.1M |
| Pension/profit sharing plans | 24 | $72.5M |
States served
NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD