Search advisors

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

Showing Institutional advisors in NY, MOUNT KISCO

3 advisers found

Mount Kisco, NY

AUM

$17.15B

Wealth MgmtInstitutional

Team

60 advisors

Clients

—

Fees

Percentage of AUM; CARRIED INTEREST AND PERCENTAGE OF OID ON LOANS ACQUIRED

914-241-7430

Mount Kisco, NY

AUM

$56.1M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

914-241-3605

Mount Kisco, NY

AUM

$16.7M

Wealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

Fees

Percentage of AUM

9144500914