SAMALIN WEALTH
Chappaqua, NY
AUM
$490.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
914-666-6600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY, CHAPPAQUA
3 advisers found
FINANCIAL ASSET MANAGEMENT CORP
Chappaqua, NY
AUM
$436.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
914-238-8900
WESFAIR ADVISORY GROUP, INC.
Chappaqua, NY
AUM
$24.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(914) 238-3734