← Back to searchVisit website
MOLDENHAUER & ASSOCIATES
BUFFALO BUSINESS & ESTATE SERVICES LTD
CRD 337303 · SEC 801-134292
6195 WEST QUAKER STREET, ORCHARD PARK, NY, 14127, United States
Phone
716-662-4361
Fax
716-662-5509
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$764.9M
Discretionary AUM
$764.9M
Team
15 total employees; 10 advisory reps; 25 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 920 | $301.1M |
| High net worth individuals | 232 | $461.7M |
States served
CA, MD, NY, NC, OH, PA, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD