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COUNTRYSIDE FINANCIAL LLC

CRD 337489 · SEC 801-134098

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8600 MAIN STREET, WILLIAMSVILLE, NY, 14221, United States

Phone

716-256-1330

Fax

716-256-1331

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$73.2M

Discretionary AUM

$73.2M

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

2026-06-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals233$50.6M
High net worth individuals15$22.7M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD