Be advised. This firm is no longer registered.

Giokas Wealth Advisors

Giokas Wealth Advisors (CRD# 108957) is a financial advisory firm headquartered in Clarence, NY. They manage $11,326,000 in 131 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9159 Main St, Clarence, NY 14031
http://www.thewisdomofnow.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $86,458
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Giokas Wealth Advisors
No Advisor Found.

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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