Advisers in Cold Spring, NY

3 advisers in Cold Spring — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Harper Capital Management, LTD.10 Julia Lane Suite 101 · Cold Spring, NY 10516 · (845) 265-4104 · Financial planningCRD 130229 · % of assets, Hourly charges, Fixed fees · $18.1 million AUMState registeredNo commissions reported Lunin-Pack Planning and Advice, LLC292 Main Street, First Floor, Suite 1 · Cold Spring, NY 10516 · (845) 265-4300 · Financial planningCRD 334066 · % of assets, Fixed fees · $32.4 million AUMSEC registeredNo commissions reported Magnolia Capital Management55 Chestnut Street, Suite 5 · Cold Spring, NY 10516 · (845) 809-5259 · Financial planningCRD 119597 · % of assets, Hourly charges, Fixed fees · $227.7 million AUMSEC registeredNo commissions reported

Talking to advisers in Cold Spring? 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.