WNY Asset Management is an investment advisor in Williamsville with $1.20 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
161597054
SEC advisor number
801-71632
FINRA CRD number
153872
AUM ?
$1.30 bn
(as of 25 Mar 24)
Accounts
6,654
(as of 25 Mar 24)
Employees
38
(16 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
21 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Dec 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21