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Advisers in Purchase, NY

8 advisers in Purchase — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Alpine Saxon Woods2500 Westchester Avenue, Suite 300 · Purchase, NY 10577 · (914) 251-0880 · % of assets managedCRD 109686 · % of assets · $669.6 million AUMSEC registeredNo commissions reportedConsulting Group Advisory Services LLC2000 Westchester Avenue · Purchase, NY 10577 · (914) 225-1000 · % of assets managedCRD 137463 · % of assets · $9.8 billion AUMSEC registeredNo commissions reportedForesight Global Investors, INC.2900 Westchester Ave., Suite 104 · Purchase, NY 10577 · (914) 253-8809 · % of assets managedCRD 281818 · % of assets · $955.2 million AUMSEC registeredNo commissions reportedGreenhaven Associates INCThree Manhattanville Road · Purchase, NY 10577 · (914) 253-9350 · % of assets managedCRD 104729 · % of assets, Performance-based fees · $11.7 billion AUMSEC registeredNo commissions reportedMain Street Financial2500 Westchester Ave, Suite 107 · Purchase, NY 10577 · (914) 698-8303 · Financial planningCRD 118130 · % of assets, Hourly charges · $71.1 million AUMSEC registeredNo commissions reportedOne Oak Capital Management, LLC287 Bowman Ave. · Purchase, NY 10577 · (914) 205-5821 · % of assets managedCRD 170339 · % of assets, Performance-based fees · $418.5 million AUMSEC registeredNo commissions reportedSeacrest Investment Management, LLC3000 Westchester Avenue, Suite 206 · Purchase, NY 10577 · (914) 502-1905 · % of assets managedCRD 143670 · % of assets · $110.9 million AUMSEC registeredNo commissions reportedSeacrest Wealth Management, LLC3000 Westchester Avenue, Suite 206 · Purchase, NY 10577 · (914) 502-1900 · Financial planningCRD 147092 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reported
Talking to advisers in Purchase? 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.