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BUFFALO FIRST WEALTH MANAGEMENT, LLC
BUFFALO FIRST WEALTH MANAGEMENT, LLC
WILLIAMSVILLE, New York
·
2 registered advisors
·
CRD# 168937
SEC# 801-120033
0
716-861-7371
01
Firm Overview
AUM
$52M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BUFFALO FIRST WEALTH MANAGEMENT, LLC
2 registered advisors
Allen Clifford Dembski
WILLIAMSVILLE, New York
CRD# 5215092
Kevin Ray Connolly
WILLIAMSVILLE, New York
CRD# 5325347
05
Office Locations
WILLIAMSVILLE, New York
2 advisors
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Data sourced from SEC Form ADV filings. BUFFALO FIRST WEALTH MANAGEMENT, LLC (CRD# 168937) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.