SEC-registered investment advisers in Wappingers Falls
3 SEC-registered investment advisers are headquartered in Wappingers Falls, NY, with $512M in combined regulatory assets under management. All of them are financial advisor firms.
- 3
- Investment advisers
- $512M
- Combined regulatory AUM
- 3
- Financial advisor firms
All 3 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Sage Investment Advisers | RIA | $268M |
| Grimaldi Portfolio Solutions | RIA | $133M |
| Quint Wealth Management | RIA | $110M |
- Type
- RIA
- Type
- RIA
- Type
- RIA
Other cities in New York
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