Countryside Financial LLC
● SEC registered since 2025CRD 337489SEC# 801-134098Williamsville, NY
Reg. AUM
$73.2M
Employees
3
Accounts
537
Location
Williamsville, NY
Countryside Financial LLC assets under management
Countryside Financial LLC is an investment advisory firm registered with the SEC based in Williamsville, NY. The firm has been registered since 2025. It reports $73.2 million in regulatory assets under management and employs 3 people.
Countryside Financial LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Abbey Gwin Control | Chief Compliance Officer/ Owner | Under 5% | 2025 |
| Countryside Financial LLC Control | Owner | Over 75% | 2025 |
| Abbey Gwin Control | Member | Over 75% | 2025 |
Frequently asked questions
How much does Countryside Financial LLC manage?
Countryside Financial LLC reports $73.2 million in regulatory assets under management on its Form ADV.
How many employees does Countryside Financial LLC have?
Countryside Financial LLC reports 3 employees.
Where is Countryside Financial LLC located?
Countryside Financial LLC is based in Williamsville, NY and has been SEC-registered since 2025.
Does Countryside Financial LLC disclose fund performance?
Countryside Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8600 Main Street, Williamsville, NY 14221 |
| Phone | 716-256-1330 |
| Fax | 716-256-1331 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$73.2M▲ 17%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$73.2Mregulatory AUM
Discretionary $73.2M