CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC - Financial Advisor in New York, Clifton Park

Tel: 518-280-0030 10 Maxwell Drive Suite 104b Clifton Park, New York 12065

About CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC

CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC is a Clifton Park, New York based financial advisory firm with nearly $217,000,000 in assets under management and provides investment advisory services for 568 clients. There are currently 1 financial advisors at the firm.

General Information

Firm CRD#:

125689

Firm SEC#:

801-69021

Assets Under Management:

$217,000,000

No. of Clients:

568

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in New York, Clifton Park

FirmCRD#:332918

SEC#:801-131511

No. of Advisors:9

No. of Clients:Not Disclosed

AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

HOLISTIC WEALTH ADVISORS

332918

801-131511

Not Disclosed

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