Northcape Wealth Management

Northcape Wealth Management (CRD# 312350) is a financial advisory firm headquartered in Williamsville, NY. They manage $565,612,204 in 1,379 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
6565 Main Street, Williamsville, NY 14221
https://www.northcapewm.com/
By the Numbers
  • Total Assets Under Management
    566
    MILLION
  • Total Number of Accounts
    1,379
    ACCOUNTS
  • Average Account Value
    $410,161
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Northcape Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Renee' Hasenoehrl, financial advisor Williamsville NY
Renee' M. Hasenoehrl
CRD#: 4491895
6565 Main Street, Williamsville, NY 14221

Renee' Hasenoehrl (CRD# 4491895) is an Investment Advisor Representative working at Northcape Wealth Management in Williamsville, NY and has over 21 years of experience in the finance industry.

2
Kenji Kimura, financial advisor Williamsville NY
Kenji J. Kimura
CRD#: 4807888
6565 Main Street, Williamsville, NY 14221

Kenji Kimura (CRD# 4807888) is an Investment Advisor Representative working at Northcape Wealth Management in Williamsville, NY and has over 19 years of experience in the finance industry.

3
Patrick Markey, financial advisor Williamsville NY
Patrick M. Markey
CRD#: 1230122
6565 Main Street, Williamsville, NY 14221

Patrick Markey (CRD# 1230122) is an Investment Advisor Representative working at Northcape Wealth Management in Williamsville, NY and has over 40 years of experience in the finance industry.

4
Erik O'neill, financial advisor Williamsville NY
Erik M. O'neill
CRD#: 1771548
6565 Main Street, Williamsville, NY 14221

Erik O'neill (CRD# 1771548) is an Investment Advisor Representative working at Northcape Wealth Management in Williamsville, NY and has over 28 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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