|
⚲
|
| Keyboard |
| Maderer Keith Daniel
✚
|
|
|---|---|
| CRD # | 126404 |
| SEC # | 801-120896 |
| CIK # | |
| AUM | 40.7 M (2026-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 716-662-4470 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 37.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 4 | 2.9 |
| (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 | 87 | 40.7 |
| By Discretionary | ||
| Discretionary | 87 | 40.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 87 | 40.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 40.7 | |
| Total | 87 | 40.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 87 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Matienzo Laffourcade Juan Francisco
✚
|
41.6 M | |
|
WGS Management Services Inc
✚
|
NY | 41.6 M |
|
Sound & Secure Advisors LLC
✚
|
41.3 M | |
|
Twentythree Advisory LLC
✚
|
NY | 41.1 M |
|
O'Brien Capital Management Inc
✚
|
NY | 40.6 M |
|
International Financial Planning LLC
✚
|
40.4 M | |
|
Magellan Financial Solutions LLC
✚
|
NY | 40.4 M |
|
CIO Capital Group LLC
✚
|
NY | 40.1 M |
|
Four Points Advisors LLC
✚
|
NY | 40.0 M |
|
2201 Capital LLC
✚
|
NY | 40.0 M |