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Moldenhauer & Associates
MOLDENHAUER & ASSOCIATES is an SEC-registered investment adviser in ORCHARD PARK, NY, registered since 2025. The firm manages approximately $765 million in...
Overview
MOLDENHAUER & ASSOCIATES is an SEC-registered investment adviser in ORCHARD PARK, NY, registered since 2025. The firm manages approximately $765 million in assets. It has 15 employees and 10 investment advisers. MOLDENHAUER & ASSOCIATES was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-01-23, it reported 15 employees; 1,962 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
Principals
Rod Moldenhauer
Founder and Managing Principal
Sector focus
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