$40.7M Total AUM
$40.7M Disc. AUM
13.3% 3Y CAGR
2 Employees
174 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-26-2021
- Office Locations
- 1
Office Locations
-- Orchard Park NY
About Senior Financial AND Realty Assoc.
Senior Financial and Tax (Orchard Park, NY) is a retirement-focused advisory serving individuals and families in Western New York. The firm provides retirement planning, estate/legacy planning, investment advice aligned to clients’ risk and goals, and income tax planning. Founded by Keith Maderer (a financial professional since 1981) and supported by a CFP professional; custody includes Charles Schwab.
Team overview
47 AVG AGE
$20.4M AVG AUM / ADVISOR
$234.1K AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KEITH DANIEL MADERER
Chief Compliance Officer, Director, Founder
- CRD
- #1036078
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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C
Chelsea E Makowski
Tax Advisor
- CRD
- #7474210
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,738,385 | $468,257 |
| Non-Discretionary | $0 | -- |
| Total | $40,738,385 | $468,257 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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