LEFT LANE CAPITAL
Brooklyn, NY
AUM
$3.84B
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
929-419-5640
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NY, BROOKLYN
36 advisers found
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
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
SQUARE WAVE CAPITAL
Brooklyn, NY
AUM
$428.8M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-733-6139
VOLT INVESTMENT HOLDINGS LLC
Brooklyn, NY
AUM
$383.5M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
917-983-0505
GENERAL EQUITY HOLDINGS LP
Brooklyn, NY
AUM
$310.4M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-813-9212
STROBE VENTURES
Brooklyn, NY
AUM
$245.2M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
702-659-1042
BANDERA PARTNERS
Brooklyn, NY
AUM
$244.1M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-232-0117
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
SCHROEDER CAPITAL MANAGEMENT, LLC
Brooklyn, NY
AUM
$10.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
434-466-9089
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
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