Search advisors

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

Showing Wealth Management advisors in NY, IRVINGTON

3 advisers found

Irvington, NY

AUM

$257.7M

Wealth Mgmt

Team

3 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

(914) 274-8483

Irvington, NY

AUM

$65.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Hourly charges; Fixed fees

914-380-1421

Irvington, NY

AUM

$17.1M

Financial PlanningWealth MgmtRetirementFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

917 720 2153