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FINANCIAL SPYGLASS®
THE ART OF YOUR $TRATEGY DBA FINANCIAL SPYGLASS®
CRD 166378
80 THEODORE FREMD AVE, RYE, NY, 10580, United States
Phone
914-921-6800
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $9.6M |
All web addresses on file
Official SEC filing: View on IAPD