DOPKINS WEALTH MANAGEMENT, LLC

WILLIAMSVILLE, New York·2 registered advisors·CRD# 124209
SEC# 801-618181716-634-8800
01

Firm Overview

AUM
$618M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at DOPKINS WEALTH MANAGEMENT, LLC

2 registered advisors
Thomas Joseph Emmerling
WILLIAMSVILLE, New York
Thomas Raymond Emmerling
WILLIAMSVILLE, New York
05

Office Locations

WILLIAMSVILLE, New York
2 advisors

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Data sourced from SEC Form ADV filings. DOPKINS WEALTH MANAGEMENT, LLC (CRD# 124209) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.