PERSONAL ASSET STRATEGIES, INC.
Westbury, NY
AUM
$50.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
516-248-8811
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, WESTBURY
3 advisers found
DSJ WEALTH MANAGEMENT LLC
Westbury, NY
AUM
—
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
516-541-6549
THE FLORIO WEALTH MANAGEMENT GROUP
Westbury, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
516-758-2430