Samalin Wealth, based out of Chappaqua, NY, is a local investment advisory firm with a strong presence in the industry. With 12 dedicated employees, including 8 experienced investment advisors, they provide a range of comprehensive financial services to their clients. The firm manages an impressive total of over $301,398,000 in assets under management, with an average of $57,980,000 per investment advisor, which aligns with the industry average. Samalin Wealth caters primarily to high net worth individuals, with the majority of their assets under management coming from this segment. They have developed a notable expertise in mana...