CAPITAL INSIGHTS GROUP OF WNY, LLC.
Adviser information for CAPITAL INSIGHTS GROUP OF WNY, LLC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | New York, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 312 | $37.6M |
Non-Discretionary | 0 | $0 |
Total | 312 | $37.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 104 | $21.5M |
HNW Individuals | 18 | $16.1M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-128310 |
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SEC ERA File Number | 801-128310 |
SEC CIK Numbers | None |
SEC CRD Numbers | 282909 |
Legal Entity Identifier | None |
Principal Office
640 ELLICOTT STREETMAILBOX 10
BUFFALO
NY
United States
Monday - Friday, 9AM - 5PM
Tel: 716-309-4109, Fax: 716-332-6422
Chief Compliance Officer
CHRISTOPHER R. CINELLI
PRESIDENT
640 ELLICOTT STREET
MAILBOX 10
BUFFALO
NY
United States
Tel:
716-309-4109
Fax:
716-332-6422
C****@*********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CINELLI, CHRISTOPHER, RICHARD | Individual | – | PRESIDENT, CCO | 02/2016 | > 75% |