Financial advisers in Cold Spring, NY
2 registered investment adviser firms in Cold Spring managing $260M in assets, based on public SEC Form ADV filings.
Magnolia Capital Management
Cold Spring, NY · Est. 2006
Local
- AUM
- $228M
- Per adviser
- $76M
- Advisers
- 3
No reported disclosures
Lunin-Pack Planning And Advice, LLC
Cold Spring, NY · Est. 2024
Local
- AUM
- $32M
- Per adviser
- $16M
- Advisers
- 2
No reported disclosures