Financial advisers in Somers, NY
2 registered investment adviser firms in Somers managing $433M in assets, based on public SEC Form ADV filings.
Innovative Private Wealth Management INC.
Somers, NY · Est. 2023
RegionalInternational
- AUM
- $367M
- Per adviser
- $52M
- Advisers
- 7
No reported disclosures
Innovative Family Office LLC
Somers, NY · Est. 2024
Regional
- AUM
- $66M
- Per adviser
- $8M
- Advisers
- 8
No reported disclosures