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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-21-2019
- Office Locations
- 1
Office Locations
About Western NEW York Financial Group, LLC
Western New York Financial Group, LLC is a Buffalo-based RIA focused on retirees and pre-retirees, as well as working professionals and small business owners. The team provides fiduciary financial planning and investment management centered on retirement income planning, wealth preservation, cash flow/risk management, and estate strategy. Portfolios are predominantly ETF-based, with custody through Schwab and Fidelity.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
MICHAEL ANTHONY AQUINO
Financial Advisor, Managing Partner, Partner
- CRD
- #3064751
- Ownership
- 50% but less than 75%
MARK WILLIAM NARBY
Chief Compliance Officer, Managing Partner
- CRD
- #2899694
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,782,238 | $304,571 |
| Non-Discretionary | $25,350,786 | $4,225,131 |
| Total | $84,133,024 | $422,779 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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