WESTERN NEW YORK FINANCIAL GROUP, LLC
CRD #306083 SEC #801-117668 BUFFALO, NY 716-743-6262
SEC Registered
Total AUM
$80.6M
Discretionary
$73.3M
Employees
2
Clients
0
Accounts
183
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $80.6M | $73.3M | $7.3M | 2 | 0 |
| Mar 2024 | $73.7M | $67.6M | $6M | 2 | 0 |
| Mar 2023 | $65.3M | $56.7M | $8.7M | 2 | 0 |
| Sep 2022 | $72.7M | $63.4M | $9.3M | 2 | 0 |
| Mar 2022 | $72.7M | $63.4M | $9.3M | 3 | 0 |
| Apr 2021 | $64.8M | $55.1M | $9.7M | 2 | 0 |
| Apr 2021 | $64.8M | $55.1M | $9.7M | 2 | 0 |
| Apr 2021 | $64.8M | $55.1M | $9.7M | 2 | 0 |
| Apr 2021 | $64.8M | $55.1M | $9.7M | 2 | 0 |
| Apr 2021 | $64.8M | $55.1M | $9.7M | 2 | 0 |
| Mar 2021 | $64.8M | $55.1M | $9.7M | 2 | 0 |
| Jun 2020 | $56.1M | $8.5M | $47.7M | 2 | 0 |
| Mar 2020 | $56.1M | $8.5M | $47.7M | 2 | 0 |
| Mar 2020 | $56.1M | $8.5M | $47.7M | 2 | 0 |
| Feb 2020 | $0 | $0 | $0 | 2 | 0 |
| Jan 2020 | $0 | $0 | $0 | 2 | 0 |
| Jan 2020 | $0 | $0 | $0 | 2 | 0 |
| Oct 2019 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$80.6M
Discretionary$73.3M
Non-Disc.$7.3M
Employees2
Clients0
DateMar 2024
Total AUM$73.7M
Discretionary$67.6M
Non-Disc.$6M
Employees2
Clients0
DateMar 2023
Total AUM$65.3M
Discretionary$56.7M
Non-Disc.$8.7M
Employees2
Clients0
DateSep 2022
Total AUM$72.7M
Discretionary$63.4M
Non-Disc.$9.3M
Employees2
Clients0
DateMar 2022
Total AUM$72.7M
Discretionary$63.4M
Non-Disc.$9.3M
Employees3
Clients0
DateApr 2021
Total AUM$64.8M
Discretionary$55.1M
Non-Disc.$9.7M
Employees2
Clients0
DateApr 2021
Total AUM$64.8M
Discretionary$55.1M
Non-Disc.$9.7M
Employees2
Clients0
DateApr 2021
Total AUM$64.8M
Discretionary$55.1M
Non-Disc.$9.7M
Employees2
Clients0
DateApr 2021
Total AUM$64.8M
Discretionary$55.1M
Non-Disc.$9.7M
Employees2
Clients0
DateApr 2021
Total AUM$64.8M
Discretionary$55.1M
Non-Disc.$9.7M
Employees2
Clients0
DateMar 2021
Total AUM$64.8M
Discretionary$55.1M
Non-Disc.$9.7M
Employees2
Clients0
DateJun 2020
Total AUM$56.1M
Discretionary$8.5M
Non-Disc.$47.7M
Employees2
Clients0
DateMar 2020
Total AUM$56.1M
Discretionary$8.5M
Non-Disc.$47.7M
Employees2
Clients0
DateMar 2020
Total AUM$56.1M
Discretionary$8.5M
Non-Disc.$47.7M
Employees2
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0