M
CRD: 337303
Moldenhauer & Associates
$764.9M Total AUM
$764.9M Disc. AUM
-- 3Y CAGR
15 Employees
1,177 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-04-2025
- Office Locations
- 1
Office Locations
6195 West Quaker Street Orchard Park NY
About Moldenhauer & Associates
Moldenhauer & Associates is a Orchard Park-based RIA. The firm has been operating for 0 years. Managing $764.9M in total assets under management, with 10 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
50 AVG AGE
$76.5M AVG AUM / ADVISOR
$649.9K AVG AUM / CLIENT
0.8 yrs AVG TENURE
15 Employees
10 Advisory Reps
10 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRETT ALAN MOLDENHAUER
Owner, President
- CRD
- #4006876
- Ownership
- 50% but less than 75%
Available
Available
Available
RICHARD CHARLES MOLDENHAUER
Financial Consultant, Owner
- CRD
- #337721
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 3 owners & executives
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JENNIFER ANN BADZINSKI
Associate
- CRD
- #6235419
Available
Available
Available
JONATHAN DOMBROWSKI
Financial Advisor
- CRD
- #6326498
Available
Available
Available
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $764,911,010 | $389,863 |
| Non-Discretionary | $0 | -- |
| Total | $764,911,010 | $389,863 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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