Bryant Woods Investment Advisors, LLC is a large advisory firm based in Amherst. It manages $219.8 million of regulatory assets for 205 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, Louisiana, New York, Pennsylvania, and Texas.
Bryant Woods Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bryant Woods Investment Advisors, LLC is $219.8 million. The firm's AUM has grown by 216% since the beginning of its operation, and $4.3 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Bryant Woods Investment Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Bryant Woods Investment Advisors is high net worth individuals with 64 clients and $125 million of assets under management. Among the 8 most similar advisory firms, Bryant Woods Investment Advisors has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $217.4 million for 204 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Bryant Woods Investment Advisors doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bryant Woods Investment Advisors, LLC performs its advisory services is located at 45 Bryant Woods North, Amherst, NY 14228, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 716-630-2489 or by fax 716-408-8899. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at landmarkfirm.com.