Buffalo Capital Corporation
Buffalo Capital Corporation (CRD# 111064) is a financial advisory firm headquartered in Newport Beach, CA. They manage $118,547,922 in 150 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management119MILLION
Total Number of Accounts150ACCOUNTS
Average Account Value$790,319
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Jeffrey Vieth (CRD# 454690) is an Investment Advisor Representative working at Buffalo Capital Corporation in Newport Beach, CA and has over 34 years of experience in the finance industry. Jeffrey Vieth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kurt Beimfohr (CRD# 6050202) is an Investment Advisor Representative working at Buffalo Capital Corporation in Newport Beach, CA and has over 6 years of experience in the finance industry.