VISE AI ADVISORS
New York City, NY
AUM
$8.53B
Wealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
201-375-3969
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY, NEW YORK CITY
5 advisers found
J. SAFRA ASSET MANAGEMENT CORPORATION
New York City, NY
AUM
$6.26B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
212-704-5553
VALUEWORKS, LLC
New York City, NY
AUM
$577.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-819-1818
PARKVIEW US LLC
New York City, NY
AUM
$312.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
1 646 213 4980
WHISTON ASSET MANAGEMENT
New York City, NY
AUM
$21.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-717-0557