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Amy Lynn Confer

SUMMER STREET CAPITAL PARTNERS, LLC·BUFFALO, New York
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70 WEST CHIPPEWA STREET, BUFFALO, NY 14202CRD# 6281644Firm CRD# 161009
01

About

Amy Lynn Confer is a registered financial advisor based in BUFFALO, New York, affiliated with SUMMER STREET CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SUMMER STREET CAPITAL PARTNERS, LLC
SUMMER STREET CAPITAL PARTNERS, LLC
AUM
$255M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SUMMER STREET CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6281644
Firm CRD# 161009
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy Lynn Confer offer?
Amy Lynn Confer specializes in Retirement Planning. Contact their office in BUFFALO, New York for a consultation.
What are Amy Lynn Confer's credentials?
Amy Lynn Confer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Lynn Confer located?
Amy Lynn Confer is based in BUFFALO, New York, working with SUMMER STREET CAPITAL PARTNERS, LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.
How does Amy Lynn Confer charge for services?
Amy Lynn Confer's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMER STREET CAPITAL PARTNERS, LLC?
SUMMER STREET CAPITAL PARTNERS, LLC has approximately 7 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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