LEBENTHAL GLOBAL ADVISORS, LLC
Hauppauge, NY
AUM
$971.8M
Wealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
516-785-1800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY, HAUPPAUGE
7 advisers found
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
Hauppauge, NY
AUM
$883.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
516-785-1800
UNITED FINANCIAL PLANNING GROUP LLC
Hauppauge, NY
AUM
$347.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(631) 234-0871
CFM ADVISORS INC
Hauppauge, NY
AUM
$202.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
631.657.2135
PARTNERS CAPITAL SERVICES, INC.
Hauppauge, NY
AUM
$109.1M
Wealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM
631-851-0918
CONRAD CAPITAL MANAGEMENT, INC.
Hauppauge, NY
AUM
$90.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
631-439-7878
QUANTUM ADVISORY GROUP, LLC
Hauppauge, NY
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
646-706-7172
Full profileNo website