GIOKAS WEALTH ADVISORS

WILLIAMSVILLE, New York·2 registered advisors·CRD# 108957
SEC# 801-58032716-634-2211
01

Firm Overview

AUM
$13M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GIOKAS WEALTH ADVISORS

2 registered advisors
Michael Giokas
WILLIAMSVILLE, New York
Michael Giokas
WILLIAMSVILLE, New York
05

Office Locations

WILLIAMSVILLE, New York
2 advisors

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Data sourced from SEC Form ADV filings. GIOKAS WEALTH ADVISORS (CRD# 108957) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.