Company Information

Get to know WNY Asset Management

Founded in 1996, WNY Asset Management, LLC is a registered investment adviser based in Williamsville, New York. The firm operates on a fee-only basis, emphasizing its role as a fiduciary to avoid conflicts of interest. It provides personalized wealth management, comprehensive financial planning, and discretionary investment management services to a clientele of individuals, families, trusts, and qualified retirement plans. Their mission is to help clients achieve their financial goals through a disciplined and evidence-based investment philosophy.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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WNY Asset Management

United States

Founded in

1994 (32 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.