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Niagara Financial Advisors, LLC (Alpharetta)


Niagara Financial Advisors, LLC is a large advisory firm based in Alpharetta. It manages $89.47 million of regulatory assets for 843 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, Georgia, New York, and 3 other states.

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Niagara Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Niagara Financial Advisors: assets under management

The assets under management (AUM) of Niagara Financial Advisors, LLC is $89.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 201% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $89.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $106.13 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Niagara Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Shawn Michael Meade President 1 Jun 2006 75% - 100% 4493261
Rajen Kantical Chokshi President 1 Jun 2006 75% - 100% 4392109
Paul David Kindzia President 1 Jun 2006 75% - 100% 4392063

Based in Alpharetta

The principal office where Niagara Financial Advisors, LLC performs its advisory services is located at 4555 Mansell Road Suite 210, Alpharetta, GA 30022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 678-527-2800 or by fax 678-527-2801. The normal business hours are appointment only on Monday - Friday. You can find more information about the New York firm at www.niagarafinancial.net.


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