Wny Asset Management, LLC

Wny Asset Management, LLC (CRD# 153872) is a financial advisory firm headquartered in Williamsville, NY. They manage $1,297,442,303 in 6,654 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221
http://www.cpafinancialnetwork.com
By the Numbers
  • Total Assets Under Management
    1,297
    MILLION
  • Total Number of Accounts
    6,654
    ACCOUNTS
  • Average Account Value
    $194,987
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, DE, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Wny Asset Management, LLC
Showing 21 - 22 of 22 top financial advisors.
21
Michael Workley, financial advisor Williamsville NY
Michael C. Workley
CRD#: 6891465
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221

Michael Workley (CRD# 6891465) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has 1 year of experience in the finance industry.

22
Leonard Zablonski, financial advisor Williamsville NY
Leonard J. Zablonski
CRD#: 4312806
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221

Leonard Zablonski (CRD# 4312806) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 22 years of experience in the finance industry.

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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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