Courier Capital is an investment advisor in Buffalo with $1.90 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Courier Capital Corp
SEC CIK
IRS number
160980554
SEC advisor number
801-107119
FINRA CRD number
282485
AUM ?
$1.90 bn
(as of 3 May 23)
Accounts
1,496
(as of 3 May 23)
Employees
15
(6 investment advisory or research)
Address
Courier Capital
1114 DELAWARE AVENUE
BUFFALO
NY 14209-1604
1114 DELAWARE AVENUE
BUFFALO
NY 14209-1604
Office hours
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Phone
7168839595
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wisinski, Heather, Lynn | Senior Director of Operations | 01/2022 | < 5% |
Financial Institutions, Inc. | Owner (100%) | 01/2016 | > 75% |
Hanlon, Thomas, James | President | 02/2019 | < 5% |
Mohn, Karen, Ann | Chief Compliance Officer | 02/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 May 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22