CITIZENS PRIVATE WEALTH
Tarrytown, NY
AUM
$15.54B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
204 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
914-846-0100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
7 advisers found
ONYX BRIDGE WEALTH GROUP LLC
Tarrytown, NY
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(914) 909-6699
HARVEY PARTNERS, LLC
Tarrytown, NY
AUM
$1.23B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-782-3740
MARTONE CAPITAL MANAGEMENT, INC.
Tarrytown, NY
AUM
$23.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
914-318-9440
DEBANYFINANCIAL GROUP, LLC
Tarrytown, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges
914-366-4900
THE CAPITAL PRESERVE, INC.
Tarrytown, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
914-332-1100
SANDERS SMITH LIMITED
Tarrytown, NY
AUM
—
Financial Planning
Team
2 advisors
Clients
26-50
Fees
Fixed fees
914-524-9800
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