Search icon

WNY ASSET MANAGEMENT, LLC

Company claim

Is this your business?

Get access!

Company Details

Name: WNY ASSET MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 08 Nov 2000 (25 years ago)
Entity Number: 2572072
ZIP code: 14221
County: Erie
Place of Formation: New York
Address: 6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, United States, 14221

DOS Process Agent

Name Role Address
C/O JOHN PIERONI DOS Process Agent 6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY, United States, 14221

Central Index Key

CIK number:
0001803296
Phone:
716-626-0060

Latest Filings

Form type:
N-PX
File number:
028-20935
Filing date:
2025-07-02
File:
Form type:
13F-HR
File number:
028-20935
Filing date:
2025-05-05
File:
Form type:
13F-HR
File number:
028-20935
Filing date:
2025-02-21
File:
Form type:
13F-HR
File number:
028-20935
Filing date:
2024-11-12
File:
Form type:
13F-HR
File number:
028-20935
Filing date:
2024-08-12
File:

Form 5500 Series

Employer Identification Number (EIN):
161597054
Plan Year:
2023
Number Of Participants:
29
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
26
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
19
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
20
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
22
Sponsors Telephone Number:

History

Start date End date Type Value
2012-11-15 2022-02-16 Address 6500 SHERIDAN DRIVE, SUITE 6500, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)
2006-11-02 2012-11-15 Address 350 ESSJAY ROAD / SUITE 305, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)
2000-11-08 2006-11-02 Address 350 ESSJAY ROAD SUITE 305, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
220216002360 2022-02-16 CERTIFICATE OF PUBLICATION 2022-02-16
211215001340 2021-12-15 BIENNIAL STATEMENT 2021-12-15
121115006414 2012-11-15 BIENNIAL STATEMENT 2012-11-01
101122002359 2010-11-22 BIENNIAL STATEMENT 2010-11-01
081029002731 2008-10-29 BIENNIAL STATEMENT 2008-11-01

USAspending Awards / Financial Assistance

Date:
2020-04-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
243700.00
Total Face Value Of Loan:
243700.00

Trademarks Section

Serial Number:
85717114
Mark:
MEDICAL FINANCIAL NETWORK
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2012-08-30
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
MEDICAL FINANCIAL NETWORK

Goods And Services

For:
Advice relating to investments; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, programs designed for the households of medical professionals; Financial investment in the field of securities and funds, featuring investment portfolios and programs desig...
First Use:
2012-01-01
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
78375161
Mark:
CPA FINANCIAL NETWORK
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2004-02-27
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CPA FINANCIAL NETWORK

Goods And Services

For:
Providing financial planning and investment management for the individual and business tax clients of certified public accountants and enrolled agents
First Use:
2003-06-01
International Classes:
036 - Primary Class
Class Status:
Active
For:
Provides business marketing consulting for certified public accountants and enrolled agents for expanding their services and capabilities offered and to provide their existing services and all new services to a wider audience and clientele
First Use:
2003-06-01
International Classes:
035 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
15
Initial Approval Amount:
$243,700
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$243,700
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$246,263.86
Servicing Lender:
Manufacturers and Traders Trust Company
Use of Proceeds:
Payroll: $191,270
Utilities: $230
Mortgage Interest: $0
Rent: $29,800
Refinance EIDL: $0
Healthcare: $12400
Debt Interest: $10,000

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 30 Mar 2025

Sources: New York Secretary of State