AdvisorGrade

Financial advisers in Katonah, NY

2 registered investment adviser firms in Katonah managing $1.5B in assets, based on public SEC Form ADV filings.

Hollow Brook Wealth Management LLC

Katonah, NY · Est. 2008

LocalInternational
Fee-based
AUM
$1.4B
Per adviser
$342M
Advisers
4

No reported disclosures

Atwob

Katonah, NY · Est. 2020

Local
Fee-based
AUM
$114M
Per adviser
$57M
Advisers
2

No reported disclosures