Financial advisers in Clifton Park, NY
2 registered investment adviser firms in Clifton Park managing $539M in assets, based on public SEC Form ADV filings.
Holistic Wealth Advisors
Clifton Park, NY · Est. 2024
Local
- AUM
- $279M
- Per adviser
- $46M
- Advisers
- 6
No reported disclosures
Capital Financial Advisors Of New York, LLC
Clifton Park, NY · Est. 2008
LocalInternational
- AUM
- $260M
- Per adviser
- —
- Advisers
- —
No reported disclosures