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Dewes Gerald Roger (Williamsville)


Dewes Gerald Roger is a large advisory firm based in Williamsville. It manages $44 million of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2005.

Dewes Gerald Roger provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dewes Gerald Roger: assets under management

The assets under management (AUM) of Dewes Gerald Roger is $44 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $110 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dewes Gerald Roger for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Williamsville

The principal office where Dewes Gerald Roger performs its advisory services is located at 8899 Main Street, Williamsville, NY 14221, which is also the mailing address of the firm. An additional office of the firm is in Lauderhill, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 716-626-0307 or by fax 716-626-1556. The normal business hours are 9am-5pm on Monday - Friday.


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