Fee-OnlyFinder

Municipal Asset Management INC

Hourly fees in Rye Brook, NY

SEC registeredNo commissions reported

Call (212) 935-8313Send a messageMap ↗

Public-record details

Address
3 International Drive, Suite 100, Rye Brook, NY 10573
Phone
(212) 935-8313
Listed under
Hourly fees, Flat / fixed fees, % of assets managed
CRD number
108320
Registration
SEC registered since 1994-05-31
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$112.8 million
Accounts managed
25
Clients reported (Form ADV 5.D)
21
Individual / high-net-worth clients
5 / 16
Employees
3
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-30

SEC registered investment adviser, CRD 108320, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Rye Brook

Beacon Financial Advisors800 Westchester Avenue, Suite 641 North · Rye Brook, NY 10573 · (914) 872-4040 · Financial planningCRD 119672 · % of assets, Hourly charges, Fixed fees · $228.0 million AUMSEC registeredNo commissions reportedBelle Haven Investments, L.P.800 Westchester Avenue, Suite N607 · Rye Brook, NY 10573 · (914) 816-4633 · % of assets managedCRD 29278 · % of assets · $24.5 billion AUMSEC registeredNo commissions reportedFive Factor Capital Advisors20 Eagles Bluff · Rye Brook, NY 10573 · (914) 705-4445 · Financial planningCRD 164516 · % of assets · $29.9 million AUMState registeredNo commissions reportedGarrison Phillips, LLC800 Westchester Avenue, Suite 641 North · Rye Brook, NY 10573 · (914) 219-5194 · Financial planningCRD 136156 · % of assets, Hourly charges, Fixed fees · $7.0 million AUMState registeredNo commissions reportedMeyer Handelman Company LLC800 Westchester Avenue, Suite S-618 · Rye Brook, NY 10573 · (914) 939-4060 · Financial planningCRD 107309 · % of assets, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reportedNavis Wealth Advisors LLC800 Westchester Avenue, Suite 700 · Rye Brook, NY 10573 · (914) 848-8300 · Financial planningCRD 311171 · % of assets, Hourly charges · $902.2 million AUMSEC registeredNo commissions reportedOxler Private Wealth800 Westchester Ave, Suite 641n · Rye Brook, NY 10573 · (212) 785-2860 · Financial planningCRD 309684 · % of assets, Hourly charges · $578.1 million AUMSEC registeredNo commissions reportedSchultze Asset Management, LP800 Westchester Avenue, Suite S-632 · Rye Brook, NY 10573 · (914) 701-5260 · % of assets managedCRD 110927 · % of assets, Performance-based fees · $71.6 million AUMSEC registeredNo commissions reported

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