MOLDENHAUER & ASSOCIATES
Firm details
- Headquarters
- ORCHARD PARK, New York
- CRD number
- 337303
- Registered since
- September 4, 2025
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.37%
- Individuals39.36%
- Corporations / Businesses0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Moldenhauer & Associates is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (2025) and positions itself as a capital allocator for individual and family clients. Its advisory offering covers financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection. Fees are charged across multiple formats: percentage of AUM, hourly fees and fixed-fee engagements. The firm reports an active ESG investing stance and a preference for equity exposure, while also acting as a selector of third‑party managers for parts of client portfolios. Moldenhauer & Associates is not described as a multi-state adviser and emphasizes working directly with individuals and families rather than institutional mandates.
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
- Exchange Traded Equities53%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1John Ring
COOCRD 6649506
Contacts
3 of 9JONATHAN DOMBROWSKI
Financial AdvisorCRD 6326498
Matthew Hayes
Financial AdvisorCRD 7126407
Patrick O'Connell
Financial AdvisorCRD 6568889
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$330M in ETFs
100%
$330M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $135M | 1,629,062 | 40.86% |
Location
ORCHARD PARK, NY
ERIE
Location
ORCHARD PARK, NY
Headquartered in ORCHARD PARK, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- ERIE
- Address
- 6195 W Quaker St
- Time zone
- ET (UTC-5)
- Office locations
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