ORCHESTRAL FINANCIAL GROUP INC.

ORCHESTRAL FINANCIAL GROUP INC. of AMHERST, NY is an SEC-registered investment adviser (CRD 144346). Regulatory assets under management: $14.1M.

Registration

• CRD: 144346
• Type: Registered investment adviser
• Location: 1404 SWEET HOME RD., STE 8, AMHERST, NY, 14228
• Phone: 716-691-4288
• Latest filing: 2026-04-08
• Regulatory AUM: $14.1M
• Discretionary AUM: $13.8M
• Non-discretionary AUM: $309K
• Clients: 2
• Accounts: 161

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144346 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search