TRUMAN CAPITAL ADVISORS, LP
Armonk, NY
AUM
$462.0M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
914-730-7102
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Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NY, ARMONK
6 advisers found
SETTANNI FINANCIAL LLC
Armonk, NY
AUM
$397.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(914) 767-0974
FORTERIS WEALTH MANAGEMENT, INC.
Armonk, NY
AUM
$219.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
914-696-5300
INCOME & ASSET ADVISORY, INC.
Armonk, NY
AUM
$174.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
914-273-6800
AUM
$43.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-219-3010
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT
Armonk, NY
AUM
$283.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
203-820-9107
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