Top financial advisors in Briarcliff Manor, NY
We’ve curated a list of the best financial advisors in Briarcliff Manor, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$709,768,007
Number of advisors
24 advisors
| $709,768,007 | 24 advisors | |
| 2 |
Assets under management
$32,520,345
Number of advisors
4 advisors
| $32,520,345 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Briarcliff Manor, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Briarcliff Manor. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Saw Mill Capital L.l.c.
Saw Mill Capital L.l.c. is a financial advisory firm based in Briarcliff Manor, New York. It currently has approximately $709,768,007 of assets under management and employs about 24 people. Saw Mill Capital L.l.c. uses a fee structure of a percentage of assets under your management and performance-based fees.
$709,768,007 under management
24 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesTimber Point Capital Management
Timber Point Capital Management LLC is a registered investment adviser established in 2020, located in Briarcliff Manor, NY. The firm is owned by Beechmont Holding Corp, with David Cleary as the principal owner. As of December 31, 2022, Timber Point had regulatory assets under management of $32,520,345 million, managing money for two investment companies registered under the Investment Companies Act of 1940. The firm exclusively manages discretionary investments for registered investment companies. Timber Point's investment objective is to generate superior risk-adjusted total returns by allocating capital across global asset classes. The firm employs a rules-based system of market and macroeconomic factors to invest globally in sectors like equities, debt, commodities, currencies, and cash. Risk management is a key focus, evaluating economic and investment drivers to balance risks within a tactical allocation framework. Clients should be prepared for investment risks, as Timber Point does not guarantee performance and decisions are subject to various market, economic, and political risks. The firm does not engage in performance-based fees and does not manage proprietary funds. Timber Point uses discretion in managing client accounts and is solely responsible for investment decisions. The firm also provides details on its brokerage practices, custody arrangements, and voting client securities policies. Additionally, Timber Point has no disciplinary events and maintains a Code of Ethics to prioritize clients' interests.
$32,520,345 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Investment Companies
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Briarcliff Manor, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Briarcliff Manor. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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