Top financial advisors in Bronxville, NY
We’ve curated a list of the best financial advisors in Bronxville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$324,660,903
Number of advisors
5 advisors
| $324,660,903 | 5 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 Bronxville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bronxville. 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.
Seven Grand Managers LLC
Seven Grand Managers, LLC is a registered investment adviser established in May 2019, based in Bronxville, NY. The firm specializes in managing private pooled investment vehicles for sophisticated investors, private funds, and sub-advisory funds. Seven Grand pursues an investment strategy focused on generating attractive risk-adjusted returns with low correlation to broad equity markets. The firm exercises full discretion over client investments, tailoring services to individual needs within agreed-upon terms. As of December 31, 2022, Seven Grand managed approximately $324,660,000 in regulatory assets under management on a discretionary basis. Clients may invest a minimum of $250,000 in the Fund. The fee structure includes an annual incentive allocation based on net profit for each investor. Seven Grand does not participate in wrap fee programs and does not receive compensation from the sale of securities. The firm has a Code of Ethics to address conflicts of interest and has policies for trade allocation and error correction. Clients receive periodic financial reports and have the option to request proxy voting information. Seven Grand does not have any financial conditions that may impair meeting contractual commitments. The firm has not been subject to a bankruptcy petition in the past ten years.
$324,660,903 under management
5 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment CompaniesPortfolio Management For Pooled Investment Vehicles
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 Bronxville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bronxville. 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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