Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

3 advisers found

Bedford Hills, NY

AUM

$108.2M

Wealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

212-265-8940

Bedford Hills, NY

AUM

$53.9M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

800-732-0818

Bedford Hills, NY

AUM

$58.6M

Institutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM

914 234 4930