PLATFORM TECHNOLOGY PARTNERS
Locust Valley, NY
AUM
$1.23B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-444-2362
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY, LOCUST VALLEY
2 advisers found
Locust Valley, NY
AUM
$1.23B
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-444-2362
Locust Valley, NY
AUM
$78.5M
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
516-974-7596