Fiduciary advisors in Wappingers Falls, NY

3 registered advisers

Current count for Wappingers Falls, New York: 3 fiduciary advisors with active SEC registration, 3 operating fee-only.

GRIMALDI PORTFOLIO SOLUTIONS, INC

Fee-Only, No ConflictsClean Record
Wappingers Falls, New YorkCRD #106199
Typical Fee--
AUM$122M
Minimum--
Clients300

QUINT INVESTMENTS AND INSURANCE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wappingers Falls, New YorkCRD #168463
Typical Fee--
AUM$89M
Minimum--
Clients709

SAGE INVESTMENT ADVISERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wappingers Falls, New YorkCRD #304559
Typical Fee--
AUM$225M
Minimum--
Clients667
Fiduciary Advisors in Wappingers Falls, New York | FiduciaryListings