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CAPITAL INSIGHTS GROUP OF WNY, LLC.
CRD 282909 · SEC 801-128310
640 ELLICOTT STREET, MAILBOX 10, BUFFALO, NY, 14203, United States
Phone
716-309-4109
Fax
716-332-6422
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$58.6M
Discretionary AUM
$57.7M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $32.0M |
| High net worth individuals | 18 | $26.5M |
States served
NY
Official SEC filing: View on IAPD