Willink Asset Management LLC

Willink Asset Management LLC (CRD# 117622) is a financial advisory firm headquartered in East Aurora, NY. They manage $30,375,000 in 112 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $271,205
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Willink Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Theodore F. Fadel
CRD#: 6816560
25 Hamburg St., East Aurora, NY 14052
87
Wealthminder
score

Theodore Fadel (CRD# 6816560) is an Investment Advisor Representative working at Willink Asset Management LLC in East Aurora, NY and has 1 year of experience in the finance industry.

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