Top financial advisors in Irvington, NY
We’ve curated a list of the best financial advisors in Irvington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$184,000,000
Number of advisors
9 advisors
| $184,000,000 | 9 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 Irvington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Irvington. 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.
Ma Asset Management, LLC
MA Asset Management, LLC is a financial advisory firm founded in 2013, specializing in providing investment advisory services to privately offered, pooled investment vehicles focused on private credit investments. The firm's investment strategies include senior credit facilities, mezzanine debt, subordinated debt, preferred equity, common equity, and warrants. MA Asset Management is wholly owned by MA Financial Group Ltd., with Ashees Jain and Joseph P. Marra serving as Elected Managers. The firm manages a total of $215,085,520 in client assets as of December 31, 2024. Clients of MA Asset Management have investment discretion, allowing the firm to make all investment decisions for the Funds it manages. The firm charges management fees ranging from 0.25% to 1.50% per annum based on the specific Fund, with additional performance-based compensation arrangements in place. Minimum initial investments for clients vary depending on the Fund, ranging from $1,000,000 for SCIF Class S Shares to $500,000 for interests in the Offshore Specialty Finance Fund. MA Asset Management does not participate in wrap fee programs and does not receive compensation from third parties for recommending specific broker-dealers. The firm has a comprehensive Code of Ethics in place and exercises proxy voting rights in the best interests of clients. Clients receive regular reports and audited financial statements for transparency. The firm's key personnel have extensive experience in the financial industry, ensuring a high level of expertise in managing client investments.
$184,000,000 under management
9 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio 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 Irvington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Irvington. 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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