Fee-OnlyFinder

Advisers in Pearl River, NY

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

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Hudson CompaniesOne Blue Hill Plaza, 1st Floor · Pearl River, NY 10965 · (845) 920-1600 · Financial planningCRD 146338 · % of assets, Hourly charges, Fixed fees · $48.8 million AUMSEC registeredNo commissions reportedWestmore Asset Management1 Blue Hill Plaza, Lobby Level, Suite 1509 · Pearl River, NY 10965 · (347) 308-7886 · Flat / fixed feesCRD 164431 · % of assets, Fixed fees · $54.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Pearl River? 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.