| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 02/10/1986 |
| ADV Location | BUFFALO, NY, United States |
| Contact Info | 716 xxxxxxx |
| Websites |
| AUM* | 183,073,565 20% |
| of that, discretionary | 130,958,846 11% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 792,526 22% |
| % High Net Worth | 48.78% 23% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name BONADIO & CO LLP | Filing Date10/27/2025 | Form ADV-E View Report |
| Accounting Firm Name BONADIO & CO. INC | Filing Date01/27/2025 | Form ADV-E View Report |
| Accounting Firm Name BONADIO & CO. INC | Filing Date12/20/2023 | Form ADV-E View Report |