EWM Advisory
Firm details
- Headquarters
- Buffalo, New York
- CRD number
- 282616
- Website
- www.efficientwealth.com
- Custodians
- RBC SECURITIES, INC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
EWM Advisory is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm offers financial planning and portfolio management services targeted at individuals and small businesses. Its fee model is flexible and includes a percentage-of-assets option alongside hourly and fixed-fee arrangements. The adviser does not present itself as a multi-state or ESG-focused manager, and it does not identify as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- State & Local Bonds33%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Gordon Stockman
PrincipalCRD 6603429
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Buffalo, NY
Erie
Location
Buffalo, NY
Headquartered in Buffalo, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- Erie
- Address
- 1967 Wehrle Dr
- Time zone
- ET (UTC-5)
- Office locations
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