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Judith Caroline Oun

WNY Asset Management, LLC

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About Judith Caroline Oun

Judith Caroline Oun is a financial advisor with over 28 years of experience in the industry. Judith is registered with the state of New York and is a Certified Financial Planner. Currently, Judith Oun is associated with WNY Asset Management, LLC, a firm based in Williamsville, NY. Judith has been with WNY Asset Management since 2014. WNY Asset Management offers a variety of financial services to individuals, corporations, charitable organizations, and high-net-worth individuals.

Firm Information

Judith Oun is currently registered with WNY Asset Management, LLC. WNY Asset Management, LLC is a registered investment advisor based in Williamsville, NY. The firm manages over $1 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Their services include financial planning, portfolio management, and educational seminars. They have a team of 19 investment advisor representatives and 13 licensed agents.
WNY Asset Management, LLC

6500 SHERIDAN DRIVE, SUITE 200

WILLIAMSVILLE, NY 14221

$1.30B

Assets Under Management

18

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Judith Oun’s Registration & Firm History

NY

08/31/2021 - Present

WNY Asset Management, LLC (WILLIAMSVILLE NY)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Judith Caroline Oun.
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