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.
26 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
SNOWPOINT VENTURES MANAGEMENT, LLC
Palm Beach, FL
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(650) 438-3656
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
Full profileNo website
Full profileNo website
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