ADC WEALTH MANAGEMENT, LLC
Massapequa, NY
AUM
$206.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
516-308-7514
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, MASSAPEQUA
3 advisers found
PRIVATE CLIENT ASSET MANAGEMENT, INC.
Massapequa, NY
AUM
$181.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-280-4622
A.G. MORGAN FINANCIAL ADVISORS, LLC
Massapequa, NY
AUM
$174.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
516-798-1100