Note Advisors, LLC - Investment Advisers

About Note Advisors, LLC

Note Advisors, LLC is an investment adviser headquartered in Buffalo, New York, with 11 employees and $436.97 million in regulatory assets under management. Although its roots are in Western New York, the firm says it works with individuals, families, and business owners across the United States. It is listed in the directory of US investment advisers and is one of the investment advisers in New York. The firm describes its approach as holistic financial planning combined with behavioral money coaching, delivered by one team. Its planners include CERTIFIED FINANCIAL PLANNER professionals, whom the firm says are held to a fiduciary standard. It states that it does not earn commissions for selling products and is instead compensated for the advice and planning it provides. Its planning covers six key areas of personal finance, and the firm says it updates client plans as circumstances change. Note Advisors also founded and leads Tee It Up for the Troops Wanakah, a golf outing held with Wanakah Country Club to support organizations that help veterans with physical and mental health. The firm reports that more than $1 million has been raised for these organizations since 2016.

Key Facts

Assets Under Management

$436.97M

Employees

11

SEC File Number

801-79807