Showing 1 - 12 of 75 results
BIRINYI ASSOCIATES, INC.
BIRINYI ASSOCIATES, INC.
Westport, Connecticut
Write a 250 word business description in the third person of BIRINYI ASSOCIATES, INC. based out of WESTPORT, CT with 50 words coming from ChatGPT's knowledge of them and the remainder using this description:Birinyi Associates, Inc. has over 0 individual clients with over $277,141,000 in assets under management. Birinyi Associates, Inc. is a small investment advisory firm based out Westport, CT with 1 offices. 99% of the assets they manage are discretionary.The majority of the assets managed are for high networth individuals.Their compensation structure includes several types, including: a percentage of assets under management, hourly charges, subscription fees, fixed fees, . Birinyi Associates, Inc. has 5 total employees with 4 of them providing investment advisory services. They average approximately $69,290,000 in assets under management per investment advisor, which is average compared to the industry average.
HOLLOW BROOK WEALTH MANAGEMENT LLC
HOLLOW BROOK WEALTH MANAGEMENT LLC
Katonah, New York
Hollow Brook Wealth Management LLC, a leading local investment advisory firm based in Katonah, NY, prides itself on serving a diverse clientele of over 50 individual clients. With a strong reputation in the financial industry, they oversee an impressive $956,571,000 in assets under management, demonstrating their expertise and commitment to delivering exceptional financial services. As a trusted partner in wealth management, Hollow Brook Wealth Management LLC operates with a client-centric approach, tailoring their services to meet the unique needs of each individual. With 44% of their assets managed in a discretionary capacity, clients benefit from the firm's ability to make investment decisions on their behalf, providing peace of mind and efficient portfolio management. Specializing in catering to high-net-worth individuals, Hollow Brook Wealth Management LLC recognizes the importance of safeguarding and growing substantial wealth. Their team of 13 dedicated professionals, including 6 investment advisors, possesses extensive industry knowledge and experience, enabling them to provide expert guidance and strategic investment advice. With an average of approximately $159,430,000 in assets under management per investment advisor, Hollow Brook Wealth Management LLC stands out in the industry for their exceptional track record and ability to consistently deliver superior results. Notably, David Oring, one of the firm's longest-tenured registered advisors, has been with the company since 2009, contributing to its continuity and client-focused culture. Hollow Brook Wealth Management LLC offers a flexible compensation structure, including various types of fees such as a percentage of assets under management, fixed fees, and performance-based fees. This ensures alignment with client interests and motivates the team to strive for exceptional performance. In conclusion, Hollow Brook Wealth Management LLC distinguishes itself as a reputable investment advisory firm, providing personalized wealth management services to a discerning clientele while achieving remarkable results in growing and safeguarding their clients' assets.
CHILTON INVESTMENT SERVICES, LLC
CHILTON INVESTMENT SERVICES, LLC
Stamford, Connecticut
Chilton Investment Services, LLC, headquartered in Stamford, CT, is a highly regarded local investment advisory firm. With over 600 individual clients and an impressive $5,443,922,000 in assets under management, Chilton Investment Services, LLC has established itself as a trusted partner in the financial industry. Their seven offices strategically located across the region ensure accessibility for their diverse client base. Offering a comprehensive range of services, Chilton Investment Services, LLC excels in areas such as commodity pool operation and commodity trading advising, with the flexibility of being registered or exempt from registration. While their assets under management show less reliance on 401K and individual accounts, they possess the expertise to effectively manage employer funds. Notably, 94% of the assets they oversee are discretionary, showcasing their proficiency in delivering personalized investment strategies. Chilton Investment Services, LLC boasts a dedicated team of 59 employees, 24 of whom are committed to providing exceptional investment advisory services. Each investment advisor at Chilton averages an impressive $226,830,000 in assets under management, significantly surpassing the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' objectives. Within their experienced team, Benjamin Brewster and George Hamar stand as two of the longest-tenured registered advisors at Chilton Investment Services, LLC. Their extensive knowledge and commitment to delivering outstanding results exemplify the firm's dedication to client success. Overall, Chilton Investment Services, LLC stands out as a highly reputable investment advisory firm, with a strong presence in Stamford, CT, and a track record of success in managing significant assets for their diverse clientele.
DUNBAR ASSOCIATES, LLC
DUNBAR ASSOCIATES, LLC
Monroe, Connecticut
Dunbar Associates, LLC is a reputable investment advisory firm headquartered in Monroe, CT. With a dedicated team of two experienced professionals, they offer comprehensive investment advisory services to a diverse clientele. Their office in Monroe serves as a hub for delivering personalized financial solutions tailored to their clients' unique goals and risk tolerance. With an average of $54,930,000 in assets under management per investment advisor, Dunbar Associates maintains a solid standing within the industry. Their compensation structure is flexible, incorporating various approaches such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. Notably, 34% of the assets they oversee are discretionary, indicating a high level of trust bestowed upon Dunbar Associates by their clients. Their client base comprises over 50 individuals, collectively entrusting the firm with more than $109,866,000 in assets under management. The firm boasts a team of seasoned professionals, including Keith Cuomo and Robert Dunbar, who have exhibited unwavering dedication as registered advisors for Dunbar Associates. With their combined expertise and commitment, the firm maintains a track record of delivering sound investment advice and fostering long-lasting client relationships. Dunbar Associates, LLC continues to uphold its reputation as a trusted partner, consistently providing comprehensive investment advisory services that enable their clients to navigate the ever-changing financial landscape with confidence.
5C CAPITAL MANAGEMENT, LLC
5C CAPITAL MANAGEMENT, LLC
Woodcliff Lake, New Jersey
5C Capital Management, LLC is a prominent local investment advisory firm headquartered in Woodcliff Lake, NJ, with three strategically located offices. With over 300 individual clients and an impressive $399,007,000 in assets under management, the firm has established itself as a trusted partner in financial planning and wealth management. While their expertise extends across various investment vehicles, including 401K and individual accounts, these represent less than 30% of their overall assets under management. However, 5C Capital Management, LLC possesses the capability and experience to effectively manage employer funds. Impressively, 89% of the assets they oversee are discretionary, highlighting their ability to make informed investment decisions on behalf of their clients. The firm primarily caters to high-net-worth individuals, managing the majority of their assets. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have choices that align with their needs and preferences. Comprising a team of seven dedicated employees, all of whom specialize in investment advisory services, 5C Capital Management, LLC provides personalized attention and expertise to each client. On average, their investment advisors handle approximately $57,000,000 in assets under management, a figure that aligns with industry standards. The firm boasts a roster of experienced advisors, including Craig Marson, Kevin Mccabe, and Curtis Brooks, who have been with the company for an extended period. Their tenure exemplifies the firm's commitment to fostering lasting relationships with both clients and employees.
MILLER HOWARD INVESTMENTS INC
MILLER HOWARD INVESTMENTS INC
Kingston, New York
Miller Howard Investments Inc, a local investment advisory firm headquartered in Kingston, NY, is dedicated to providing exceptional financial services to its clients. With a single office, they have built a solid reputation in the industry. The firm employs a total of 32 professionals, 12 of whom are highly skilled investment advisors committed to delivering tailored investment strategies. Miller Howard Investments Inc stands out in the market with an impressive average of approximately $262,100,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is designed to align the interests of the firm with those of their clients and includes a percentage of assets under management. Although 401K and individual accounts account for less than 30% of their assets under management, Miller Howard Investments Inc possesses the expertise and capability to manage employer funds effectively. An outstanding 90% of the assets they manage are under their discretionary control, demonstrating their clients' trust in their decision-making abilities. With a substantial client base, Miller Howard Investments Inc serves over 1,960 individual clients, who entrust the firm with more than $3,145,175,000 in assets under management. The firm boasts a team of highly experienced advisors, including notable professionals such as Judd Peterson, Stephanie Geller, and Lowell Miller, who have dedicated their expertise to the firm for an extended period. Miller Howard Investments Inc's unwavering commitment to personalized service, impressive assets under management figures, and the expertise of its dedicated team make it a trusted choice for individuals and institutions seeking exceptional investment advisory services.
LITVAK WEALTH, LLC
LITVAK WEALTH, LLC
Norwalk, Connecticut
Litvak Wealth, LLC is a small investment advisory firm headquartered in Norwalk, CT. With a team of four dedicated professionals, including three investment advisors, the firm provides comprehensive investment advisory services. They boast an impressive average of approximately $96,090,000 in assets under management per investment advisor, aligning closely with the industry average. Litvak Wealth's compensation structure is designed to incentivize performance, incorporating a combination of a percentage of assets under management and performance-based fees. Their client base consists of over 10 individual clients, who entrust the firm with managing assets totaling more than $410,736,000. Notably, the majority of these assets are held by high-net-worth individuals, highlighting the firm's expertise in catering to this segment. A notable feature of Litvak Wealth's management approach is that 4% of the assets they oversee are discretionary, allowing the firm to exercise independent decision-making in investment matters. This discretionary authority showcases their ability to make informed investment choices aligned with their clients' objectives and risk tolerance. With a single office serving as their base of operations, Litvak Wealth benefits from a close-knit environment that fosters personalized client relationships. The firm prides itself on the expertise of its longest-tenured advisors, including Ricardo Litvak, Jeffrey Boris, and Juliana Fajardo Andrade. Their collective experience and deep understanding of the investment landscape ensure that clients receive top-notch advice and tailored investment strategies. Overall, Litvak Wealth, LLC distinguishes itself as a reliable and client-centric investment advisory firm, offering comprehensive services to high-net-worth individuals and demonstrating a strong track record of managing significant assets.
NAVIS WEALTH ADVISORS LLC
NAVIS WEALTH ADVISORS LLC
Rye Brook, New York
Navis Wealth Advisors LLC is a highly regarded investment advisory firm based in Rye Brook, NY. With a focus on serving high-net-worth individuals, the firm manages over $317,387,000 in assets under management for their diverse clientele of over 20 individual clients. As a small investment advisory firm, Navis Wealth Advisors operates with personalized attention and expertise. They have established a single office location in Rye Brook, NY, ensuring close proximity and accessibility for their clients. Notably, 100% of the assets they manage are under their discretionary authority, reflecting the trust their clients place in their investment strategies. Their compensation structure is comprehensive, including options such as a percentage of assets under management and hourly charges. This allows for flexibility and customized solutions tailored to their clients' unique needs and preferences. With a team of 5 dedicated professionals, including 4 experienced investment advisors, Navis Wealth Advisors is committed to delivering exceptional financial services. Each investment advisor manages an average of $79,350,000 in assets under management, which is in line with industry standards. The firm prides itself on the expertise and tenure of its advisors. Noteworthy individuals such as David Bruckman, Letizia Carlisto, and David Price bring extensive experience and knowledge to the firm, contributing to its continued success and the satisfaction of its clients. Navis Wealth Advisors LLC is dedicated to helping their clients achieve their financial goals through sound investment strategies and personalized guidance.
INTEGRATED FINANCIAL CONSULTING, LLC
INTEGRATED FINANCIAL CONSULTING, LLC
Airmont, New York
Integrated Financial Consulting, LLC is a reputable investment advisory firm based out of Airmont, NY. With over 50 individual clients, they oversee an impressive portfolio totaling more than $79,975,000 in assets under management. Catering primarily to high net worth individuals, Integrated Financial Consulting specializes in providing comprehensive financial guidance. Though the firm predominantly manages personal accounts and 401Ks, they possess the expertise and capability to oversee employer funds as well. Their team of dedicated professionals, comprising one office, delivers tailored investment advisory services to meet the unique needs of their clients. Integrated Financial Consulting employs a versatile compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can choose the payment method that aligns best with their preferences and financial goals. With a team of one total employee, all of whom are committed to delivering exceptional investment advisory services, Integrated Financial Consulting maintains an average assets under management per investment advisor of approximately $79,980,000. This figure is in line with the industry average, demonstrating their ability to effectively manage substantial portfolios. Among their skilled advisors is James Vorchheimer, who has been with the firm since 2022, making him one of the longest-tenured registered advisors. Integrated Financial Consulting, LLC prides itself on providing personalized financial solutions and trusted guidance to help their clients navigate the complexities of the investment landscape with confidence and peace of mind.
ALTIUM WEALTH MANAGEMENT
ALTIUM WEALTH MANAGEMENT
Purchase, New York
Altium Wealth Management, based in Purchase, NY, is a prominent local investment advisory firm serving a diverse client base. With over 480 individual clients and a staggering $2,942,449,000 in assets under management, Altium boasts a solid track record of success. Specializing in discretionary management, the firm caters primarily to high net worth individuals, with 99% of their assets falling under this category. Altium Wealth Management operates from a single office in Purchase, strategically positioned to provide personalized and attentive service to their clientele. While their 401K and individual accounts make up less than 30% of their total assets under management, the firm also possesses the expertise and capability to effectively oversee employer funds. Their compensation structure reflects a range of options, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility enables Altium to tailor their services to individual client needs, ensuring transparency and alignment of interests. With a total of 36 dedicated employees, Altium boasts a team of 22 experienced professionals who provide investment advisory services. Their impressive average of approximately $133,750,000 in assets under management per investment advisor surpasses the industry average, showcasing the firm's commitment to delivering exceptional value and results. Altium Wealth Management takes pride in the longevity of their advisors, with seasoned professionals like James Giangrande, Adam Nalewajek, and James Dowling leading the way. These individuals bring a wealth of experience and expertise to the firm, further solidifying Altium's reputation as a trusted and reliable wealth management partner.
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AVITY INVESTMENT MANAGEMENT INC.
AVITY INVESTMENT MANAGEMENT INC.
Greenwich, Connecticut
Avity Investment Management Inc. is a small investment advisory firm based out of Greenwich, CT. With one office, the firm is known for its expertise in providing comprehensive investment advisory services. Out of their total of 9 employees, 4 are dedicated to delivering top-notch investment advice to clients. With an impressive average of approximately $378,370,000 in assets under management per investment advisor, Avity Investment Management Inc. stands out as a high-performing firm compared to the industry average. Their compensation structure includes various types, such as a percentage of assets under management. Notably, 100% of the assets they manage are discretionary, highlighting their commitment to making independent investment decisions. The firm primarily focuses on managing assets for high-net-worth individuals. With a substantial portfolio, Avity Investment Management Inc. serves over 20 individual clients, overseeing a remarkable $1,513,466,000 in assets under management. Avity Investment Management Inc. boasts a team of experienced advisors, with notable long-tenured professionals like Howard Duncan, Stephen Grimm, and Thomas Gillespie. These seasoned experts bring a wealth of knowledge and expertise to their clients' investment strategies. With its dedication to delivering exceptional service, Avity Investment Management Inc. aims to create long-term value for its clients while helping them achieve their financial goals.
KEY WEALTH ADVISORS LLC
KEY WEALTH ADVISORS LLC
New York, New York
Key Wealth Advisors LLC is a small investment advisory firm based out of New York, NY. With three offices, they offer comprehensive investment advisory services to a diverse clientele. The firm boasts a total of four dedicated employees, each equipped with the knowledge and expertise to provide personalized investment strategies. Key Wealth Advisors LLC manages an impressive average of approximately $10,750,000 in assets under management per investment advisor. Their compensation structure is flexible, encompassing a variety of options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts account for less than 30% of their assets under management, the firm has the capability to efficiently manage employer funds. Operating under a discretionary model, Key Wealth Advisors LLC handles 100% of the assets they manage, granting clients the freedom to focus on other aspects of their financial lives. Specializing in serving high net worth individuals, the firm caters to over 20 individual clients, effectively overseeing assets valued at more than $43,000,000. Key Wealth Advisors LLC prides itself on the expertise and experience of its team. The firm boasts several long-tenured advisors, including Yehia-Hubbard Ross, Eva Drew, and David Elfenbein, who have played a pivotal role in shaping the firm's success and reputation. With a commitment to providing personalized investment advisory services and a proven track record of managing substantial assets, Key Wealth Advisors LLC is a trusted partner for clients seeking expert financial guidance.