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)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in New York?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?