KOSTRZEWSKI, MARK BENEDICT

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
BUFFALO, New York
CRD number
159950
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Mark Benedict Kostrzewski operates as a sole proprietor offering advisory and insurance-broker services primarily to individuals and families. FINTRX classifies him as an individual capital allocator who focuses on selecting other advisers rather than managing a broad in-house investment platform. The practice reports a nonstandard fee structure and does not identify itself as an active ESG investor. Registration and state coverage details are limited in the record.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MARK KOSTRZEWSKI

    PresidentCRD 1022031

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
120 W Tupper St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth