CAPITAL INSIGHTS GROUP OF WNY, LLC.
CRD #282909 SEC #801-128310 BUFFALO, NY 716-309-4109
SEC Registered
Total AUM
$42.7M
Discretionary
$42.7M
Employees
2
Clients
10
Accounts
324
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $42.7M | $42.7M | $0 | 2 | 0 |
| Mar 2024 | $37.6M | $37.6M | $0 | 2 | 0 |
| Jun 2023 | $31.2M | $31.2M | $0 | 2 | 0 |
DateMar 2025
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$37.6M
Discretionary$37.6M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$0
Employees2
Clients0