Willink Asset Management LLC

Investment Advisor
in East Aurora, NY

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About this Advisor

Theodore Fadel is a personal financial specialist based in East Aurora, New York with a total of 1 year of industry experience. Fadel is an advisor for Willink Asset Management LLC. Over the course of their career, they have held roles at Kokjer, Pierotti, Maiocco & Duck, Llp, Willink Asset Management LLC and Phillips Brooks Cpa. Fadel is registered to serve investors in New York. Willink Asset Management LLC is a financial advisory firm that has its headquarters in East Aurora, NY. It has $49 million in assets across its 133 customer accounts, placing it among the smaller firms in the United States by assets under management. Of its 133 client accounts, 39% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Willink Asset Management LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Fees charged by financial advisors usually vary depending on the type of financial services. However, fees charged by Willink Asset Management LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Personal Financial Specialist

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

25 Hamburg St.
East Aurora, NY 14052

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Willink Asset Management LLC Brokerage Details

Total Assets Under Management


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


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

Theodore Fadel Work History

Theodore has been registered as a financial advisor for 1 years.*

2021 - Present (2 years)

Phillips Brooks Cpa

2017 - Present (6 years)

Willink Asset Management LLC

2016 - 2017 (1 year)

Willink Asset Management LLC

2010 - 2021 (11 years)

Kokjer, Pierotti, Maiocco & Duck, Llp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Theodore Fadel 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 Willink Asset Management LLC

Theodore Fadel
East Aurora, NY
Frederick Raymond Fadel
East Aurora, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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

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