Menu
Samalin Wealth
Chappaqua, New York
5.0
17 Reviews
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...see more
Assets Under Mgmt
$301.4M
Investment Professionals
8
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Samalin Wealth
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.