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MEMBERS ADVISORY GROUP, LLC
MEMBERS ADVISORY GROUP, LLC
WILLIAMSVILLE, New York
·
3 registered advisors
·
CRD# 153723
SEC# 801-77362
5
(716) 632-4066
01
Firm Overview
AUM
$349M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at MEMBERS ADVISORY GROUP, LLC
3 registered advisors
Cheryl Lynn Fluker
WILLIAMSVILLE, New York
CRD# 1834777
Jeffrey Arthur Cashmore
WILLIAMSVILLE, New York
CRD# 1928725
Scott Michael Cashmore
WILLIAMSVILLE, New York
CRD# 5013398
05
Office Locations
WILLIAMSVILLE, New York
3 advisors
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Data sourced from SEC Form ADV filings. MEMBERS ADVISORY GROUP, LLC (CRD# 153723) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.