Fee-OnlyFinder

Advisers in Rye, NY

4 advisers in Rye — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

% of assets managed (3)

All advisers

Aifam Group LLC411 Theodore Fremd Ave, Suite 206 South · Rye, NY 10580 · (212) 682-6100 · Flat / fixed feesCRD 158290 · % of assets, Fixed fees, Performance-based fees · $289.2 million AUMSEC registeredNo commissions reportedFinancial Spyglass®80 Theodore Fremd Ave · Rye, NY 10580 · (914) 921-6800 · Financial planningCRD 166378 · Fixed fees · $9.6 million AUMState registeredNo commissions reportedLotus Investment Advisors80 Theodore Fremd Ave · Rye, NY 10580 · (917) 208-8661 · % of assets managedCRD 172638 · % of assets · $30.0 million AUMSEC registeredNo commissions reportedNew Age Alpha555 Theodore Fremd Avenue, Suite A-101 · Rye, NY 10580 · (212) 922-2699 · % of assets managedCRD 299011 · % of assets, Performance-based fees · $2.5 billion AUMSEC registeredNo commissions reported
Talking to advisers in Rye? 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.