WEALTHSPIRE ADVISORS - Financial Advisor in New York, Melville

Tel: 631-227-3900 400 Broadhollow Road Suite 301 Melville, New York 11747

About WEALTHSPIRE ADVISORS

WEALTHSPIRE ADVISORS is a Melville, New York based financial advisory firm with nearly $3,046,087,569 in assets under management and provides investment advisory services for 2210 clients. There are currently 42 financial advisors at the firm.

General Information

Firm CRD#:

147592

Firm SEC#:

801-69418

Assets Under Management:

$3,046,087,569

No. of Clients:

2210

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees, Other (WRAP FEE)

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

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$1,069,875,158

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