Buffalo First Wealth Management, LLC

RIASEC Registered

Total AUM

$91.7M

Discretionary

$91.7M

100% of AUM

Avg account

$127K

Accounts

722

Employees

Advisory reps

Firm details

Headquarters: Williamsville, New York
CRD number: 168937
Registered since: December 24, 2020
Website: buffalofirstllc.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals57.92%
HNWI29.09%
Pension & Profit Sharing Plans12.49%
Insurance Companies0.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Buffalo First Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm is owned by an individual and serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and client education through newsletters and seminars. The firm also operates as an insurance broker and provides accounting services. Compensation comes through a mix of assets-under-management fees, hourly charges, and fixed fees. Buffalo First reports that it is not an active ESG investor and does not function as a capital allocator.