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

Showing Institutional advisors in NY, ITHACA

3 advisers found

Ithaca, NY

AUM

$654.4M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

5 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

607-391-7080

Ithaca, NY

AUM

$285.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

607-257-1008

Ithaca, NY

AUM

$124.2M

Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

(607) 882-9988