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WESTERN NEW YORK FINANCIAL GROUP, LLC
CRD 306083 · SEC 801-117668
560 DELAWARE AVENUE, SUITE 102, BUFFALO, NY, 14202, United States
Phone
716-743-6262
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$84.1M
Discretionary AUM
$58.8M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 199 | $58.3M |
| Banking/thrift institutions | 1 | $492K |
| Pension/profit sharing plans | 6 | $25.4M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD