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NORTHCAPE WEALTH MANAGEMENT, LLC
NORTHCAPE WEALTH MANAGEMENT, LLC
NORTHCAPE WEALTH MANAGEMENT
WILLIAMSVILLE, New York
·
2 registered advisors
·
CRD# 312350
SEC# 801-120425
1
(71) 632-6565
01
Firm Overview
AUM
$566M
Regulatory assets under management
Employees
6
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
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NORTHCAPE WEALTH MANAGEMENT, LLC
2 registered advisors
Erik Mo O'neill
WILLIAMSVILLE, New York
CRD# 1771548
Patrick Michael Markey
WILLIAMSVILLE, New York
CRD# 1230122
05
Office Locations
WILLIAMSVILLE, New York
2 advisors
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Data sourced from SEC Form ADV filings. NORTHCAPE WEALTH MANAGEMENT, LLC (CRD# 312350) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.