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SAPERSTON LEGACY ADVISORS, INC.
CRD 105849 · SEC 801-121038
172 LAKE STREET, HAMBURG, NY, 14075, United States
Phone
716-649-9800
Fax
716-649-9875
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$180.8M
Discretionary AUM
$134.1M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 295 | $35.1M |
| High net worth individuals | 134 | $142.9M |
| Pension/profit sharing plans | 1 | $283K |
| Corporations/business entities | 6 | $2.4M |
States served
VT, AZ, MA, NY, NC, OH, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD