Fee-OnlyFinder

% of assets managed in Tarrytown, NY

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

All 4

Citizens Private Wealth520 White Plains Road, 3rd Floor · Tarrytown, NY 10591 · (914) 846-0100 · Financial planningCRD 106743 · % of assets, Hourly charges, Fixed fees · $16.6 billion AUMSEC registeredNo commissions reportedHarvey Partners, LLC120 White Plains Road · Tarrytown, NY 10591 · (212) 782-3740 · % of assets managedCRD 160681 · % of assets, Performance-based fees · $1.2 billion AUMSEC registeredNo commissions reportedMartone Capital Management, INC.520 White Plains Rd, Suite 500 · Tarrytown, NY 10591 · (914) 318-9440 · % of assets managedCRD 129788 · % of assets · $23.5 million AUMState registeredNo commissions reportedOnyx Bridge Wealth Group LLC120 White Plains Road, Suite 115 · Tarrytown, NY 10591 · (914) 909-6699 · Financial planningCRD 306097 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported