Niagara Financial Advisors, LLC is a large advisory firm based in Alpharetta. It manages $89.47 million of regulatory assets for 843 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, Georgia, New York, and 3 other states.
Niagara Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Niagara Financial Advisors, LLC is $89.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 201% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Niagara Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, 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 principal office where Niagara Financial Advisors, LLC performs its advisory services is located at 4555 Mansell Road Suite 210, Alpharetta, GA 30022, 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 678-527-2800 or by fax 678-527-2801. The normal business hours are appointment only on Monday - Friday. You can find more information about the New York firm at www.niagarafinancial.net.