Fee-OnlyFinder

% of assets managed in Garden City, NY

20 advisers in Garden City offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 20

Aries Investment Advisors, LLC1225 Franklin Avenue, Suite 325 · Garden City, NY 11530 · (516) 368-0990 · Financial planningCRD 152137 · % of assets, Hourly charges · $22.4 million AUMState registeredNo commissions reportedBrixton Capital Wealth Advisors, LLC1305 Franklin Ave, Suite 300 · Garden City, NY 11530 · (516) 222-5300 · Financial planningCRD 288810 · % of assets, Hourly charges, Fixed fees · $212.4 million AUMSEC registeredNo commissions reportedCastfirm Advisors LLC377 Oak Street, Suite 203 · Garden City, NY 11530 · (516) 888-9986 · Financial planningCRD 327519 · % of assets, Fixed fees · $30.0 million AUMSEC registeredNo commissions reportedCornerstone Professional Advisor Services, LLC9 Endo Blvd. · Garden City, NY 11530 · (516) 408-1160 · Financial planningCRD 115122 · % of assets, Other · $110.3 million AUMSEC registeredNo commissions reportedCraft Wealth Management LLC377 Oak Street, Lower Concourse · Garden City, NY 11530 · (516) 833-1325 · % of assets managedCRD 170395 · % of assets · $10.7 million AUMState registeredNo commissions reportedDavidov Wealth Group, LLC1122 Franklin Avenue, Suite 102 · Garden City, NY 11530 · (516) 587-5550 · Financial planningCRD 166794 · % of assets, Hourly charges · $174.5 million AUMSEC registeredNo commissions reportedFirst American Asset Advisory, LLC59 Hilton Avenue, Suite 101 · Garden City, NY 11530 · (516) 622-3100 · % of assets managedCRD 282254 · % of assets · $191.8 million AUMSEC registeredNo commissions reportedFive Eleven Partners1044 Franklin Avenue, Suite 205 · Garden City, NY 11530 · (917) 685-1360 · Financial planningCRD 334002 · % of assets, Fixed fees, Performance-based fees · $162.7 million AUMSEC registeredNo commissions reportedFlynn Zito Capital Management, LLC585 Stewart Ave, Suite 620 · Garden City, NY 11530 · (516) 746-9000 · Financial planningCRD 152689 · % of assets, Hourly charges, Fixed fees · $773.9 million AUMSEC registeredNo commissions reportedHegarty Advisors, LLC1461 Franklin Ave · Garden City, NY 11530 · (516) 280-2323 · Financial planningCRD 306342 · % of assets, Hourly charges, Fixed fees · $171.1 million AUMSEC registeredNo commissions reported
Hilton Capital Management, LLC1050 Franklin Avenue, 5th Floor · Garden City, NY 11530 · (516) 693-5380 · % of assets managedCRD 116357 · % of assets · $3.2 billion AUMSEC registeredNo commissions reportedHommel Wealth Management, INC.1225 Franklin Ave, Ste 500 · Garden City, NY 11530 · (516) 757-8618 · Financial planningCRD 277166 · % of assets, Hourly charges · $9.8 million AUMState registeredNo commissions reportedLeslie Marie Giordano1225 Franklin Ave, Ste. 500 · Garden City, NY 11530 · (516) 747-5210 · Financial planningCRD 126274 · % of assets, Hourly charges · $62.6 million AUMSEC registeredNo commissions reportedMeadowbrook Wealth Management, LLC1042 Franklin Avenue, Suite 110 · Garden City, NY 11530 · (888) 888-5250 · Financial planningCRD 110508 · % of assets, Hourly charges · $110.1 million AUMSEC registeredNo commissions reportedMott Capital Management LLC106 Seventh Street, Suite 201 · Garden City, NY 11530 · (516) 642-5788 · Flat / fixed feesCRD 172373 · % of assets, Subscription fees, Other · $4.4 million AUMState registeredNo commissions reportedNavwell Advisors1225 Franklin Ave, Suite 500 · Garden City, NY 11530 · (516) 475-2444 · Financial planningCRD 328706 · % of assets, Hourly charges, Fixed fees · $7.9 million AUMState registeredNo commissions reportedPiton Investment Management, LP401 Franklin Avenue, Suite 202b · Garden City, NY 11530 · (646) 518-2800 · Flat / fixed feesCRD 282517 · % of assets, Fixed fees · $927.9 million AUMSEC registeredNo commissions reportedStephen J. Garry & Associates, LLC990 Stewart Avenue, Suite 190 · Garden City, NY 11530 · (516) 280-5588 · Financial planningCRD 295068 · % of assets · $142.6 million AUMSEC registeredNo commissions reportedUnited Asset Strategies INC.377 Oak Street, Suite 403 · Garden City, NY 11530 · (516) 222-0021 · Financial planningCRD 107434 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedWilmington Capital Securities, LLC666 Old Country Road, Suite 505 · Garden City, NY 11530 · (516) 750-6200 · Financial planningCRD 133839 · % of assets, Fixed fees · $277.1 million AUMSEC registeredNo commissions reported