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SENIOR FINANCIAL AND REALTY ASSOC.
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$34.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 34.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 126404 |
| SEC Number | 801-120896 |
| Phone | 716-662-4470 |
| Fax | 716-662-4470 |
| Total Employees | 2 |
Client Count by Type (87 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 83 |
| Pension/Profit Sharing Pl… | 4 |
County data not available for this organization.