The Buffalo Financial Group LLC
RIAState Registered
Total AUM
$17M
Discretionary
$17M
100% of AUM
Avg account
$425K
Accounts
40
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 330684
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.59%
- Individuals29.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Buffalo Financial Group LLC is an independent registered investment adviser operating as a limited liability company. The firm serves individual and family clients and provides financial planning and discretionary portfolio management for individuals and small businesses. Its business model charges clients a fee based on a percentage of assets under management. The firm is owned by an individual and does not identify as a multi-state adviser, an active ESG investor, a pension consultant, a related adviser, or a capital allocator.
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 Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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