Dopkins Wealth Management, LLC
Dopkins Wealth Management, LLC (CRD# 124209) is a financial advisory firm headquartered in Williamsville, NY. They manage $507,008,815 in 631 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management507MILLION
Total Number of Accounts631ACCOUNTS
Average Account Value$803,501
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NY, PA, TX
Craig Cirbus (CRD# 4578873) is an Investment Advisor Representative working at Dopkins Wealth Management, LLC in Buffalo, NY and has over 15 years of experience in the finance industry.