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Nottingham Advisors

500 Essjay Rd. Ste. 220
Williamsville, New York 14221
United States
 
Contact :      Kathleen Strohmeyer
Phone :       (716) 633-3800
Fax :             (716) 633-3810
Email :         kathy.strohmeyer@nottinghamadvisors.com
Web :           http://www.nottinghamadvisors.com

Nottingham Advisors Information

Type of organization : Other
Total Assets Managed ($Mil) : $510
Tax-Exempt Managed ($Mil) : $125
Taxable Assets Managed ($Mil) : $186
Year Founded : 1981
Wrap Programs Offered? : Yes
# of Accounts Managed : 619
In-House Research : 80 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Nottingham Advisors History

Nottingham Advisors was founded in 1981 to provide portfolio management services for individuals, qualified retirement plans, endowments and foundations. Our consistent objective is to provide peace of mind for our clients through the creation and management of wealth. We view our size as a major advantage to our clients. We are large enough to have talented and experienced senior portfolio managers, yet small enough to be knowledgeable about the portfolio and investment objectives of each client.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 3 Analysts : 1
Portfolio Managers : 3 Traders : 1
Client Service : 2 Operation : 3

Nottingham Advisors Personnel

Mr.  Nicholas Verbanic

Portfolio Manager
Tel : (716) 633-3800
Email: nick.verbanic@nottinghamadvisors.com

Mr.  Thomas Quealy

President/CEO
Tel : (716) 633-3800
Email: tom.quealy@nottinghamadvisors.com

Ms.  Kathy Strohmeyer

Data Preparer
Tel : 716-633-3800
Email: kathy.strohmeyer@nottinghamadvisors.com
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Mr.  Larry Whistler

Portfolio Manager
Tel : 716-633-3800
Email: larry.whistler@nottinghamadvisors.com

Nottingham Advisors Product Name

Large Cap Growth:Privately Managed Accounts
Large Cap Growth:Privately Managed Accounts
Report Created: September,26 2020.  Copyright Money Manager Review , All rights Reserved.
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