Senior Financial And Realty Assoc.

Senior Financial And Realty Assoc. (CRD# 126404) is a financial advisory firm headquartered in , . They manage $31,813,102 in 88 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

https://www.instagram.com/seniorfinancial/

By the Numbers

Total Assets Under Management

32

MILLION
Total Number of Accounts

88

ACCOUNTS
Average Account Value

$361,513

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Senior Financial And Realty Assoc.

Showing 1 - 2 of 2 top financial advisors.

Keith D. Maderer

CRD#: 1036078

Orchard Park, NY

Keith Maderer (CRD# 1036078) is an Investment Advisor Representative working at Senior Financial And Realty Assoc. in Orchard Park, NY and has over 35 years of experience in the finance industry.

Chelsea E. Makowski

CRD#: 7474210

Orchard Park, NY

Chelsea Makowski (CRD# 7474210) is an Investment Advisor Representative working at Senior Financial And Realty Assoc. in Orchard Park, NY and has over 7 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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