Investment adviser · CRD 109908
COURIER CAPITAL CORPORATION
Investment adviser filing (IA)
BUFFALO, NY, United States · Form ADV filed Apr 12, 2016
- Regulatory AUM
- $1.19B Form ADV · Item 5.F
- Client accounts
- 1,188 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 12, 2016. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1114 DELAWARE AVENUEBUFFALO, NY, 14209, United States
CRD 109908
Filing source
Form ADV 1008911 · Apr 12, 2016 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.