BUFFALO BUSINESS & ESTATE SERVICES LTD

BUFFALO BUSINESS & ESTATE SERVICES LTD of ORCHARD PARK, NY is an SEC-registered investment adviser (CRD 337303). Regulatory assets under management: $764.9M.

Registration

• CRD: 337303
• SEC file number: 801-134292
• Type: Registered investment adviser
• Location: 6195 WEST QUAKER STREET, ORCHARD PARK, NY, 14127
• Phone: 716-662-4361
• Latest filing: 2026-01-23
• Regulatory AUM: $764.9M
• Discretionary AUM: $764.9M
• Clients: 15
• Accounts: 1,962

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337303 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search