Moldenhauer & Associates

RIASEC RegisteredEst. 2025
Total AUM
$765M
Discretionary
$765M
100% of AUM
Avg account
$390K
Accounts
1,962
Employees
15
Advisory reps
10

Firm details

Headquarters
Orchard Park, New York
CRD number
337303
Registered since
September 4, 2025
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI60.37%
  • Individuals39.36%
  • Corporations / Businesses0.27%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Moldenhauer & Associates is an independent, individually owned registered investment adviser that serves primarily individuals and families. The firm combines fee-based portfolio management with financial planning and the selection of third-party advisers, and it reports being a capital allocator that places client capital with outside alternative managers. Moldenhauer & Associates identifies as an active ESG investor and charges for services via a mix of percentage-of-AUM, hourly, and fixed fees. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting, and advisor selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

Asset composition

Asset composition: Exchange Traded Equities 53%, Public Funds/Mutual Funds 42%, Cash & Cash Equivalents 5%53%
  • Exchange Traded Equities53%
  • Public Funds/Mutual Funds42%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • John Ring

    John Ring

    COOCRD 6649506

Contacts

3 of 9
  • Jonathan Dombrowski

    Jonathan Dombrowski

    Financial AdvisorCRD 6326498

  • Matthew Hayes

    Matthew Hayes

    Financial AdvisorCRD 7126407

  • Patrick O'connell

    Patrick O'connell

    Financial AdvisorCRD 6568889

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 32

Active vs passive

$394M in ETFs

Passive

100%

$393M

Active

<1%

$787K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT)VanguardPassiveCorporate Bond$115M1,394,33829.27%
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Location

Primary office

Orchard Park, NY

Erie

Location

Orchard Park, NY

Headquartered in Orchard Park, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.

Metro area
Buffalo-Cheektowaga-Olean, NY
Region
Northeast
County
Erie
Address
6195 W Quaker St
Time zone
ET (UTC-5)
Office locations

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