Western New York Financial Group, LLC
Western New York Financial Group, LLC is an SEC-registered mass-market adviser in Buffalo, NY with $84.1M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Western New York Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306083, SEC 801-117668, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $84.1M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Buffalo, NY
- Employees
- 2
- Clients
- 206
- CRD
- 306083
- Ownership
- AQUINO, MICHAEL, ANTHONY; NARBY, MARK, WILLIAM
How much AUM does Western New York Financial Group, LLC have?
Western New York Financial Group, LLC reported $84.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Western New York Financial Group, LLC?
Disclosed owners and executives of Western New York Financial Group, LLC include AQUINO, MICHAEL, ANTHONY, NARBY, MARK, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.