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NOTE ADVISORS, LLC

BUFFALO, NY · CRD 171466 · IAPD ↗ · noteadvisor.com · (716) 256-1682

$437.0MRegulatory AUM
6Advisory reps
11Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2025 — NOTE ADVISORS, LLC reported RAUM up 31% ($292.5M -> $382.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — NOTE ADVISORS, LLC reported RAUM up 47% ($198.9M -> $292.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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