Search advisors

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

3 advisers found

Bohemia, NY

AUM

$419.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM; INITIAL ONE-TIME CONTRACT FEE

631-218-0077

Bohemia, NY

AUM

$80.1M

Wealth Mgmt

Team

3 advisors

Clients

—

Fees

Percentage of AUM

(631) 750-6499

Bohemia, NY

AUM

—

Financial Planning

Team

2 advisors

Clients

51-100

Fees

Fixed fees; ASSET MANAGEMENT SOLICITOR FEES

631-699-2664