ARTEMIS WEALTH ADVISORS, LLC
Port Washington, NY
AUM
$1.91B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
212-838-9000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, PORT WASHINGTON
4 advisers found
GREAT HILL ADVISORY
Port Washington, NY
AUM
$218.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
516-500-1248
BLANK EQUITY MANAGEMENT LLC
Port Washington, NY
AUM
$143.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-439-5525
GOLD COAST ADVISORS, LLC
Port Washington, NY
AUM
$12.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-944-0081