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LINWOOD INVESTMENT ADVISORS INC.

BUFFALO, NY · CRD 120289 · IAPD ↗ · 716-572-4790

$67.7MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2024 — LINWOOD INVESTMENT ADVISORS INC. (BUFFALO, NY) left the SEC roster (was $67.7M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.