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 Trusts & Estates advisors in NY, HAUPPAUGE
7 advisers found
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
NESTEGG ADVISORS, INC.
Hauppauge, NY
AUM
$272.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
631-952-2700
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
MADISON GLOBAL ADVISORS LLC
Hauppauge, NY
AUM
$71.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; INTEREST SHARING ON CREDIT BALANCES
631-240-4155
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