ARBOR INVESTMENTS MANAGEMENT, LLC
Palm Beach, FL
AUM
$3.48B
Wealth Mgmt
Team
28 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
312-981-3770
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL, PALM BEACH
15 advisers found
1789 CAPITAL MANAGEMENT
Palm Beach, FL
AUM
$2.73B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-223-9937
ALPINE ASSOCIATES MANAGEMENT INC.
Palm Beach, FL
AUM
$2.09B
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-834-6550
DOCK STREET ASSET MANAGEMENT INC
Palm Beach, FL
AUM
$1.11B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
203-532-9470
SEGRA CAPITAL MANAGEMENT, LLC
Palm Beach, FL
AUM
$820.7M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-890-9127
DUDLEY & SHANLEY, INC.
Palm Beach, FL
AUM
$746.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-855-4742
HUDSON VALUE PARTNERS, LLC
Palm Beach, FL
AUM
$678.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
646-343-9772
HARVEY CAPITAL MANAGEMENT INC
Palm Beach, FL
AUM
$579.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
561-804-9181
HARLAN CAPITAL PARTNERS LLC
Palm Beach, FL
AUM
$280.8M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
561-467-5400
GENROCK CAPITAL MANAGEMENT, LP
Palm Beach, FL
AUM
$257.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-301-0770
BASSAM WEALTH MANAGEMENT, LLC
Palm Beach, FL
AUM
$241.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(561) 494-6391
MUIRFIELD CAPITAL GLOBAL ADVISORS LLC
Palm Beach, FL
AUM
$110.2M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-332-2500
KLOCKE CAPITAL GROUP, LLC
Palm Beach, FL
AUM
$98.5M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(877) 991-7161
ALPHABOND LLC
Palm Beach, FL
AUM
$122.6M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Performance-based fees
561-948-3414
Full profileNo website
CYPRESS CAPITAL GROUP
Palm Beach, FL
AUM
$63.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
561-659-5889
Full profileNo website