VANDERBILT ADVISORY SERVICES
Woodbury, NY
AUM
$2.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
144 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
631-845-5100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY, WOODBURY
4 advisers found
CONSOLIDATED PORTFOLIO REVIEW CORP
Woodbury, NY
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
47 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
631-845-5100
FUSION FAMILY WEALTH, LLC
Woodbury, NY
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
(516) 206-1320
VENEROSO WEALTH MANAGEMENT
Woodbury, NY
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
631-559-7713
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