|
⚲
|
| Countryside Financial LLC
✚
|
|
|---|---|
| CRD # | 337489 |
| SEC # | 801-134098 |
| CIK # | |
| AUM | $73.2 M (2026-06-03) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 716-256-1330 |
| Address | 8600 Main Street Williamsville, NY 14221 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 50.6 |
| (b) Individuals (high net worth individuals) | 15 | 22.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 537 | 73.2 |
| By Discretionary | ||
| Discretionary | 537 | 73.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 537 | 73.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 73.2 | |
| Total | 537 | 73.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clover Leaf Financial LLC
✚
|
NY | 0.1 |
|
Mountain PASS Planning Corporation
✚
|
NY | 0.1 |
|
RPM Capital Management LLC
✚
|
0.1 | |
|
Allos Investment Advisors LLC
✚
|
KS | 0.1 |
|
Leslie Gale Advisors LLC
✚
|
0.1 | |
|
WPM Wealth Advisors LLC
✚
|
NY | 0.1 |
|
R Seeger Wealth Management Ltd
✚
|
NY | 0.1 |
|
Harvest Capital Assets LLC
✚
|
0.1 | |
|
Silver Advisors LLC
✚
|
NY | 0.1 |
|
Epogee Capital Management LLC
✚
|
0.1 |