Search advisors

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

3 advisers found

Cambridge, NY

AUM

$90.6M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

518-407-3886

Cambridge, NY

AUM

$31.8M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

518-677-3781

Cambridge, NY

AUM

$27.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Hourly charges

518-677-7358