MARSHALL + STERLING WEALTH ADVISORS, INC.
Poughkeepsie, NY
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
845-554-1046
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NY, POUGHKEEPSIE
3 advisers found
Poughkeepsie, NY
AUM
$1.59B
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
845-554-1046
Poughkeepsie, NY
AUM
$11.8M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
845-702-1822
Poughkeepsie, NY
AUM
—
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
845-473-8261