The Buffalo Financial Group LLC

RIAState Registered
Total AUM
$17M
Discretionary
$17M
100% of AUM
Avg account
$425K
Accounts
40
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
330684
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI70.59%
  • Individuals29.41%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

The Buffalo Financial Group LLC is an independent registered investment adviser operating as a limited liability company. The firm serves individual and family clients and provides financial planning and discretionary portfolio management for individuals and small businesses. Its business model charges clients a fee based on a percentage of assets under management. The firm is owned by an individual and does not identify as a multi-state adviser, an active ESG investor, a pension consultant, a related adviser, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth