SEVEN GRAND MANAGERS LLC
Bronxville, NY
AUM
$1.24B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-498-1776
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
4 advisers found
CAPITAL PRESERVATION PARTNERS, INC.
Bronxville, NY
AUM
$222.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
914-337-2272
EAGLESTONE CAPITAL MANAGEMENT LLC
Bronxville, NY
AUM
$9.1M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
914-202-8811
TRUFTON INVESTMENT MANAGEMENT, INC.
Bronxville, NY
AUM
$21.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
914/840-1500
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