NOTE ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$436,965,505
Discretionary
$436,607,479
Non-discretionary
$358,026
Firm details
- CRD number
- 171466
- SEC file number
- 801-79807
- Main office
- BUFFALO, NY, United States
- Employees
- 11
- SEC status
- Approved
- Website
- HTTP://WWW.NOTEADVISOR.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.