WEALTHUNITE ADVISORS, LLC
Manhasset, NY
AUM
$63.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(516) 805-2024
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
9 advisers found
LOWELL ROAD ASSET MANAGEMENT, INC.
Manhasset, NY
AUM
$50.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
516-767-1099
MSM FINANCIAL STRATEGIES
Manhasset, NY
AUM
$37.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
516-595-2303
KPOINT CAPITAL LLC
Manhasset, NY
AUM
$2.6M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
212 616-3677
HALO INVESTMENT SERVICES, LLC
Manhasset, NY
AUM
$60.0M
Team
21 advisors
Clients
0
Fees
Percentage of AUM
312-586-2790
Full profileNo website
QUAN VEST CONSULTANTS INC
Manhasset, NY
AUM
—
RetirementFee-Only/Hourly
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
516-365-4619
Full profileNo website
R SQUARED IV
Manhasset, NY
AUM
$0
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-650-8172
Full profileNo website