SEC Form ADV

WESTERN NEW YORK FINANCIAL GROUP, LLC

Firm profile: Western New York Financial Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY
$84.1M
Assets Under Management
199
Total Clients
2
Employees
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Registration Details

Accession
CRD-306083
Location
BUFFALO, NY
Filing Date
March 31, 2026
AUM
$84.1M
Total Clients
199
Institutional Clients
7
Employees
2
Amendment
No

Client Types

IndividualsBanksPension Plans

About this Adviser

WESTERN NEW YORK FINANCIAL GROUP, LLC is a registered investment adviser headquartered in BUFFALO, NY, managing approximately $84.1M in assets across 199 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.