Members Advisory Group, LLC
Firm details
- Headquarters
- Williamsville, New York
- CRD number
- 153723
- Registered since
- November 14, 2012
- Website
- www.membersadvgrp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals52.73%
- HNWI47.21%
- Corporations / Businesses0.06%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Members Advisory Group, LLC is an independent registered investment adviser formed in 2012 and organized as a limited liability company. The firm is owned by an individual and concentrates on serving individual and family clients, using a percentage-of-assets model for fees. In addition to portfolio management for individuals and small businesses, the firm operates as an insurance broker, which aligns with its use of annuity products. The firm is not identified as a capital allocator and does not list third-party alternative asset managers on its profile. It is not noted as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
- Other2%
Owners & executives
1 of 1Cheryl Fluker
Chief Compliance OfficerCRD 1834777
Contacts
3 of 3Connor Allan
Financial AdvisorCRD 7193021
Scott Cashmore
Managing PartnerCRD 5013398
Jeffrey Cashmore
Managing DirectorCRD 1928725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$330M in ETFs
77%
$253M
18%
$77.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $39.7M | 1,583,312 | 12.03% |
Location
Williamsville, NY
Erie
Location
Williamsville, NY
Headquartered in Williamsville, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- Erie
- Address
- 6750 Main St
- Time zone
- ET (UTC-5)
- Office locations
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