Budak Financial Group, LLC

Budak Financial Group, LLC (CRD# 144041) is a financial advisory firm headquartered in , . They manage $2,450,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.budakfinancial.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $61,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Budak Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Anthony Budak, financial advisor Olmsted Falls OH
Anthony P. Budak
CRD#: 4366274
Olmsted Falls, OH
93
Wealthminder
score

Anthony Budak (CRD# 4366274) is an Investment Advisor Representative working at Budak Financial Group, LLC in Olmsted Falls, OH and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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