Financial advisers in Wappingers Falls, NY
3 registered investment adviser firms in Wappingers Falls managing $512M in assets, based on public SEC Form ADV filings.
Sage Investment Advisers LLC
Wappingers Falls, NY · Est. 2019
Local
- AUM
- $268M
- Per adviser
- $89M
- Advisers
- 3
No reported disclosures
Grimaldi Portfolio Solutions, INC
Wappingers Falls, NY · Est. 1996
Local
- AUM
- $133M
- Per adviser
- $67M
- Advisers
- 2
No reported disclosures
Quint Investments And Insurance
Wappingers Falls, NY · Est. 2020
Local
- AUM
- $110M
- Per adviser
- $14M
- Advisers
- 8
No reported disclosures