KORA MANAGEMENT LP
Brooklyn, NY
AUM
$1.96B
Wealth MgmtTrusts & EstatesInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-257-5670
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY, BROOKLYN
23 advisers found
MARIDEA WEALTH MANAGEMENT
Brooklyn, NY
AUM
$958.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
347-289-5227
EQUINUM, LLC
Brooklyn, NY
AUM
$566.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
718-480-5600
BROOKLYN FI, LLC
Brooklyn, NY
AUM
$563.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(332) 296-1660
BREWSTER FINANCIAL PLANNING LLC
Brooklyn, NY
AUM
$239.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
646-249-9880
CARRY ADVISORS LLC
Brooklyn, NY
AUM
$180.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
2014720612
MINKO WEALTH
Brooklyn, NY
AUM
$119.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
718-748-1700
WALNUT INVESTMENT SERVICES LLC
Brooklyn, NY
AUM
$94.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
718-788-1972
THINKING BIG FINANCIAL
Brooklyn, NY
AUM
$93.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Fixed fees; FEES BASED ON CLIENT INCOME & NET WORTH
(973) 224-1145
YEARWOOD YOUNG ADVISORS
Brooklyn, NY
AUM
$87.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
347-338-0278
BOERUM HILL FINANCIAL ADVISORS LLC
Brooklyn, NY
AUM
$46.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(516) 695-1610
CSD FINANCIAL LLC
Brooklyn, NY
AUM
$28.8M
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
718-858-2233
UNIVERSE, INC.
Brooklyn, NY
AUM
$28.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
718 375-7631
LONG CAST ADVISERS, LLC
Brooklyn, NY
AUM
$12.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
917-697-4510
ESSEX ADVISORY
Brooklyn, NY
AUM
$7.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
2018503364
META INVESTMENT MANAGEMENT COMPANY LLC
Brooklyn, NY
AUM
$3.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(646) 350-7400
FORTUNE ADVISORY SERVICES
Brooklyn, NY
AUM
$3.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
3472063010
TAHER FINANCIAL PLANNING
Brooklyn, NY
AUM
$162K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
646-883-2505
HORIZON HARVEST FINANCIAL PLANNING
Brooklyn, NY
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
718-770-7292
OAK & REED CAPITAL MANAGEMENT, LLC
Brooklyn, NY
AUM
$19.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
646-926-2573
Full profileNo website
ROW MANAGEMENT INC.
Brooklyn, NY
AUM
$14.0M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(917) 623-0903
Full profileNo website
KENSINGTON WEALTH MANAGEMENT, LLC
Brooklyn, NY
AUM
$4.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
718-436-2111
Full profileNo website
MOUNTAIN ASH CAPITAL LLC
Brooklyn, NY
AUM
$841K
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
646-824-6469
Full profileNo website