Fee-OnlyFinder

Advisers in Westbury, NY

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

% of assets managed (3)

All advisers

Gold Star Asset Management, LLC1025 Old Country Ave, Suite 205 · Westbury, NY 11590 · (516) 307-9501 · % of assets managedCRD 283789 · % of assets, Performance-based fees · $1.4 million AUMState registeredNo commissions reportedInvictus Timing Service LTD400 Post Avenue, Suite 403 · Westbury, NY 11590 · (516) 741-0500 · % of assets managedCRD 106372 · % of assets · $103.0 million AUMSEC registeredNo commissions reportedPersonal Asset Strategies, INC.1600 Stewart Avenue, Suite 204 · Westbury, NY 11590 · (516) 248-8811 · Financial planningCRD 128627 · % of assets, Hourly charges, Fixed fees · $50.6 million AUMSEC registeredNo commissions reportedS&s Equity Corp.1400 Old Country Road, Suite 403n · Westbury, NY 11590 · (516) 877-5900CRD 126561 · OtherState registeredNo commissions reported
Talking to advisers in Westbury? 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.