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Michael Giokas

GIOKAS WEALTH ADVISORS·WILLIAMSVILLE, New York
Unclaimed Profile
6580 MAIN ST, WILLIAMSVILLE, NY 14221CRD# 1398674Firm CRD# 108957
01

About

Michael Giokas is a registered financial advisor based in WILLIAMSVILLE, New York, affiliated with GIOKAS WEALTH ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GIOKAS WEALTH ADVISORS
GIOKAS WEALTH ADVISORS
AUM
$13M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at GIOKAS WEALTH ADVISORS →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1398674
Firm CRD# 108957
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Giokas offer?
Michael Giokas specializes in Financial Planning, Investment Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Michael Giokas's credentials?
Michael Giokas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Giokas located?
Michael Giokas is based in WILLIAMSVILLE, New York, working with GIOKAS WEALTH ADVISORS. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Michael Giokas charge for services?
Michael Giokas'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 GIOKAS WEALTH ADVISORS?
GIOKAS WEALTH ADVISORS has approximately 1 employees and manages $13M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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