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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Insights Group of WNY LLC
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|---|---|
| CRD # | 282909 |
| SEC # | 801-128310 |
| CIK # | |
| AUM | $42.7 M (2025-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 716-309-4109 |
| Address | 640 Ellicott Street Buffalo, NY 14203 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 23.7 |
| (b) Individuals (high net worth individuals) | 16 | 19.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 324 | 42.7 |
| By Discretionary | ||
| Discretionary | 324 | 42.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 324 | 42.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 42.7 | |
| Total | 324 | 42.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Forever Financial Advisors LLC
✚
|
0.1 | |
|
American Wealth Administration Group LLC
✚
|
NY | 0.0 |
|
Manentia Wealth Consulting Inc
✚
|
NY | 0.0 |
|
Cambridge Advisors LLC
✚
|
NY | 0.0 |
|
Collective Wealth Partners LLC
✚
|
GA | 0.0 |
|
Mitchell Vaught & Taylor Inc
✚
|
IL | 0.0 |
|
LAVA Wealth Management LLC
✚
|
0.0 | |
|
Metis Capital Management LLC
✚
|
0.0 | |
|
Safe Harbor Asset Management Inc
✚
|
NY | 0.0 |
|
Sage Tree Wealth Inc
✚
|
NY | 0.0 |