COUNTRYSIDE FINANCIAL LLC

COUNTRYSIDE FINANCIAL LLC of WILLIAMSVILLE, NY is an SEC-registered investment adviser (CRD 337489). Regulatory assets under management: $73.2M.

Registration

• CRD: 337489
• SEC file number: 801-134098
• Type: Registered investment adviser
• Location: 8600 MAIN STREET, WILLIAMSVILLE, NY, 14221
• Phone: 716-256-1330
• Latest filing: 2026-07-14
• Regulatory AUM: $73.2M
• Discretionary AUM: $73.2M
• Clients: 3
• Accounts: 537

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337489 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search