THE BUFFALO FINANCIAL GROUP LLC

Overview

The Buffalo Financial Group LLC is an independent registered investment adviser structured as an LLC that serves individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges a fee based on a percentage of assets under management and operates primarily on a non-discretionary basis, meaning clients retain final trading authority while the firm provides advice and model recommendations. Investment activity is concentrated in publicly traded equities; the firm reports a strong preference for exchange-traded instruments as the core vehicle for client portfolios. The Buffalo Financial Group does not position itself as an active ESG investor and has limited institutional allocation activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices