Capital Preservation Partners, Inc. is a respected investment advisory firm located in Bronxville, NY. With over 200 individual clients and an impressive $195,802,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Operating out of two offices, Capital Preservation Partners, Inc. offers a comprehensive range of services, including insurance brokerage, real estate brokerage, accounting, and legal assistance. The firm has a strong foothold in the employer 401K and individual asset management space, with approximately half of their assets under management sourced from these sectors. Their extensive experience in this field positions them as experts in delivering tailored investment strategies to meet the unique needs of each client. Notably, 98% of the assets they manage are under discretionary management, showcasing their commitment to preserving and growing their clients' capital. Capital Preservation Partners, Inc. employs a team of three dedicated professionals, all of whom are registered investment advisors. With an average of $65,270,000 in assets under management per advisor, they align with industry standards in terms of efficiency and performance. Among their experienced team, Ilir Gjoni stands out as one of the firm's longest-tenured registered advisors, having been with Capital Preservation Partners, Inc. since 2023. The firm's compensation structure is flexible and offers various options, including a percentage of assets under management and hourly charges, ensuring transparency and fairness in their client relationships. Capital Preservation Partners, Inc. is committed to providing personalized investment advisory services and maintaining the trust and satisfaction of their diverse clientele.

Headquartered in Harrison, New York, LIGHTEDWAY ADVISORY SERVICES, INC. is a small yet reputable investment advisory firm. With a team of dedicated professionals, they specialize in providing investment advisory services to a diverse client base. The firm's average assets under management per investment advisor amount to approximately $119,100,000, aligning with the industry average. LIGHTEDWAY ADVISORY SERVICES, INC. offers a variety of compensation structures, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can choose a payment method that suits their needs and preferences. Catering to over 40 individual clients, LIGHTEDWAY ADVISORY SERVICES, INC. manages a substantial $70,000,000 in assets. Their expertise extends to employer 401K plans and individual investments, with approximately half of their assets under management originating from these sources. Their experience in this space positions them well to provide tailored advice and solutions. The firm operates from a single office in Harrison, New York, serving clients locally and beyond. Jonathan Russo, one of the longest-tenured registered advisors, has been with LIGHTEDWAY ADVISORY SERVICES, INC. since 2021. His experience and expertise contribute to the firm's commitment to delivering high-quality investment advisory services. LIGHTEDWAY ADVISORY SERVICES, INC. prides itself on its discretionary asset management approach, assuming full responsibility for 100% of the assets entrusted to their care. With a client-centric focus and a commitment to personalized service, the firm aims to guide clients towards achieving their financial goals and building a secure financial future.

WJ Financial Advisors, LLC is a small investment advisory firm based in Killingworth, CT, dedicated to providing comprehensive financial solutions to its clients. With a total of four employees, three of whom are experienced investment advisors, the firm offers personalized attention and expertise. Impressively, each investment advisor at WJ Financial Advisors, LLC manages an average of approximately $23,510,000 in assets under management, showcasing their ability to handle significant portfolios. The firm's compensation structure is flexible, offering options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and client satisfaction. With over 120 individual clients and a total of more than $114,724,000 in assets under management, WJ Financial Advisors, LLC has established a strong presence in managing assets for high-net-worth individuals. The firm's experience in handling employer 401Ks and individual accounts contributes to approximately half of their total assets under management. WJ Financial Advisors, LLC manages all of their assets on a discretionary basis, allowing them to exercise expert judgment and make informed investment decisions on behalf of their clients. Operating from a single office in Killingworth, CT, WJ Financial Advisors, LLC ensures personalized service and accessibility for their clientele. The firm takes pride in its long-tenured advisors, including Abigail Laufer, Joseph Giaccone, and Wallace Jones, who bring extensive knowledge and experience to their clients' financial plans. In summary, WJ Financial Advisors, LLC is a trusted investment advisory firm, committed to providing tailored financial solutions to their high-net-worth clientele.

Shulman Demeo Asset Management, LLC, based out of Lake Success, NY, is a small investment advisory firm that provides a range of financial services. With a total of five employees, including two experienced investment advisors, the firm manages an average of approximately $72,400,000 in assets per advisor, which falls within the industry average. Their compensation structure is diverse and includes a percentage of assets under management as well as performance-based fees. Having built a solid reputation, Shulman Demeo Asset Management, LLC boasts over 200 individual clients and manages a substantial $579,755,000 in assets. The majority of these assets belong to high net worth individuals, while 401K and individual accounts make up less than 30% of their portfolio. However, the firm also possesses the capability to manage employer funds, ensuring versatility in meeting client needs. In addition to investment advisory services, Shulman Demeo Asset Management, LLC offers insurance brokerage and agency services, further expanding their service offerings to cater to various financial needs. With one office in Lake Success, NY, the firm prides itself on its personalized approach and attention to detail. Notably, James Demeo and Jason Shulman, two of the firm's longest-tenured registered advisors, play instrumental roles in providing expert guidance and leadership. Shulman Demeo Asset Management, LLC remains committed to delivering tailored financial solutions and consistently striving to enhance their clients' wealth management experiences.

Safe Harbor Asset Management, Inc. is a small investment advisory firm located in Huntington, NY. With a single office, the company has established itself as a trusted financial partner within the local community. Led by a team of highly skilled professionals, Safe Harbor Asset Management, Inc. is committed to providing top-quality investment advisory services. Comprising a total of five dedicated employees, two of whom specialize in investment advisory, the firm boasts an impressive average of approximately $17,160,000 in assets under management per investment advisor. Their compensation structure is diverse, offering clients the flexibility to choose from options such as a percentage of assets under management, fixed fees, and hourly charges. While 401K and individual accounts account for less than 30% of their assets under management, Safe Harbor Asset Management, Inc. possesses the expertise to effectively manage employer funds. Notably, the firm operates under a discretionary model, meaning that all of the assets they manage are handled with full discretion. Catering primarily to high net worth individuals, Safe Harbor Asset Management, Inc. manages a substantial portfolio of assets. The company's reputation for excellence has attracted over 10 individual clients, with a combined total of more than $34,327,000 in assets under management. In addition to their investment advisory services, Safe Harbor Asset Management, Inc. also extends its offerings as an insurance broker or agent. This comprehensive approach enables clients to benefit from a wide range of financial services tailored to their unique needs. With experienced advisors like Stephen Davis, Alexander Steinberg, and Emanuel Defreitas, who have demonstrated long-term commitment to the firm, Safe Harbor Asset Management, Inc. stands as a trusted and reliable partner in the pursuit of financial success.

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, 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, 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 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.

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.

Springboard Asset Management LLC is a small investment advisory firm based out of Cheshire, CT, with a strong focus on managing assets for high net worth individuals. With over 60 individual clients, they have successfully amassed an impressive $97,758,000 in assets under management. The firm's expertise lies in handling employer 401Ks and individual portfolios, making them well-versed in this particular domain. Springboard Asset Management LLC operates from a single office, strategically located in Cheshire, CT. They offer a range of compensation structures to suit their clients' needs, including a percentage of assets under management and fixed fees. As a discretionary asset management firm, they have full authority to make investment decisions on behalf of their clients. With a team of two dedicated professionals providing investment advisory services, Springboard Asset Management LLC boasts an average of $48,880,000 in assets under management per investment advisor, which aligns with industry standards. Notably, Charles Green and Rebecca Green are recognized as two of the firm's longest-tenured registered advisors, contributing their extensive expertise to client portfolios. Springboard Asset Management LLC prides itself on providing personalized and tailored investment strategies to help clients achieve their financial goals. With a strong track record of success and a commitment to delivering exceptional service, they are positioned as a trusted partner for individuals seeking comprehensive wealth management solutions in the Cheshire, CT area and beyond.