THE PORTFOLIO STRATEGY GROUP, LLC
White Plains, NY
AUM
$2.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
914-288-4900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY, WHITE PLAINS
11 advisers found
HALYARD ASSET MANAGEMENT LLC
White Plains, NY
AUM
$2.03B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
914-437-5600
MATRIX ASSET ADVISORS INC
White Plains, NY
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-486-2004
PARADIGM ASSET MANAGEMENT
White Plains, NY
AUM
$441.7M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-771-6100
PRATO CAPITAL MANAGEMENT
White Plains, NY
AUM
$224.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
914-930-6871
TIMBER POINT CAPITAL MANAGEMENT
White Plains, NY
AUM
$188.3M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
9148983038
DOWNTOWN INVESTMENT ADVISORY
White Plains, NY
AUM
$125.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(917) 363-4919
FOX FINANCIAL SERVICES, INC.
White Plains, NY
AUM
$110.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(914) 761-1639
DERIVATY CO
White Plains, NY
AUM
$28.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF PRE-SPECIFIED "PROGRAM AMOUNT"
212-395-9471
DYNAMIC TRADING MANAGEMENT, LLC.
White Plains, NY
AUM
$116.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
914-220-9404
Full profileNo website
WHIPPOORWILL ASSOCIATES INC
White Plains, NY
AUM
$31.2M
Institutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-683-1002
Full profileNo website