Fee-OnlyFinder

Advisers in Bronxville, NY

2 advisers in Bronxville — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Capital Preservation Partners, INC.55 Pondfield Road · Bronxville, NY 10708 · (914) 337-2272 · Financial planningCRD 126340 · % of assets, Hourly charges · $222.4 million AUMSEC registeredNo commissions reportedTrufton Investment Management, INC.495 New Rochelle Road, Suite 2b · Bronxville, NY 10708 · (914) 840-1500 · % of assets managedCRD 113174 · % of assets · $21.5 million AUMState registeredNo commissions reported
Talking to advisers in Bronxville? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.