John
Thur

Independent Solutions Wealth Management, LLC

CRD#1021635
Investment Advisor
in Buffalo, NY

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About this Advisor

John Thur is a financial advisor based in Buffalo, New York, working with Independent Solutions Wealth Management, LLC. John has previously held a position at Independent Solutions Wealth Management. John has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Currently, John is part of Independent Solutions Wealth Management, LLC, which operates out of Buffalo, New York. The firm has 1 office and 21 employees. The firm manages assets totaling $953.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Independent Solutions Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

305 Spindrift Drive
Buffalo, NY 14221

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Independent Solutions Wealth Management, LLC Brokerage Details

Total Assets Under Management

$953,830,582

NY Average: $7,464,549,021
Total Number of Employees

21

NY Average: 88
Total Number of Accounts

5,873

NY Average: 3,892
Average Account Size

$162,409

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

John Thur Work History

2013 - Present (12 years)

Independent Solutions Wealth Management

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Thur to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Solutions Wealth Management, LLC

John Shockey
Buffalo, NY
Micah Moore
Buffalo, NY
David Moore
Willaimsville, NY
John Thur
Buffalo, NY
David Mariacher
Buffalo, NY
Michael Bien
Beaverton, OR
Anthony Szefler
Buffalo, NY
Michael Hoeflich
Buffalo, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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