Top financial advisors in New Rochelle, NY
We’ve curated a list of the best financial advisors in New Rochelle, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$368,657,577
Number of advisors
7 advisors
| $368,657,577 | 7 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 New Rochelle, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Rochelle. 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.
Poetic Group LLC
Poetic Group LLC is a financial advisory firm based in New Rochelle, New York. It currently has approximately $368,657,577 of assets under management and employs about 7 people. Poetic Group LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$368,657,577 under management
7 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 New Rochelle, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Rochelle. 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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