Overview
Assets Under Management: $764 million
Headquarters: ORCHARD PARK, NY
High-Net-Worth Clients: 230
Average Client Assets: $2 million
Frequently Asked Questions
MOLDENHAUER & ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337303), MOLDENHAUER & ASSOCIATES is subject to fiduciary duty under federal law.
MOLDENHAUER & ASSOCIATES is headquartered in ORCHARD PARK, NY.
MOLDENHAUER & ASSOCIATES serves 230 high-net-worth clients according to their SEC filing dated November 19, 2025. View client details ↓
According to their SEC Form ADV, MOLDENHAUER & ASSOCIATES offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MOLDENHAUER & ASSOCIATES manages $764 million in client assets according to their SEC filing dated November 19, 2025.
According to their SEC Form ADV, MOLDENHAUER & ASSOCIATES serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 230
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.70
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,904
Discretionary Accounts: 1,904
Regulatory Filings
CRD Number: 337303
Filing ID: 2025575
Last Filing Date: 2025-11-19 09:19:04
Website: 0