SAMALIN WEALTH
Tel: 914-666-6600 297 King Street Chappaqua, New York 10514
About SAMALIN WEALTH
SAMALIN WEALTH is a Chappaqua, New York based financial advisory firm with nearly $364,523,748 in assets under management and provides investment advisory services for 1288 clients. There are currently 12 financial advisors at the firm.
General Information
Firm CRD#:
142214
Firm SEC#:
801-67465
Assets Under Management:
$364,523,748
No. of Clients:
1288
No. of Advisors:
12
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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