Top financial advisors in Westbury, NY
We’ve curated a list of the best financial advisors in Westbury, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$220,139,679
Number of advisors
4 advisors
| $220,139,679 | 4 advisors | |
| 2 |
Assets under management
$86,184,982
Number of advisors
1 advisors
| $86,184,982 | 1 advisors | |
| 3 |
Assets under management
$34,765,522
Number of advisors
4 advisors
| $34,765,522 | 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 Westbury, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Westbury. 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.
Korr Acquisitions
Korr Acquisitions Group, Inc. is a Registered Investment Advisory firm established in 2014, specializing in providing investment advisory services to hedge funds and other Registered Investment Advisor firms. The firm's regulatory assets under management total $282,957,957, managed through a hedge fund and a Trust. Korr focuses on fundamental, technical, and cyclical analysis techniques to make investment decisions, along with top-down analysis and sector analysis. The firm charges a 1.00% management fee for its services, with additional fees for research, legal, and other professional services. Clients interested in investing in the Funds managed by Korr must commit a minimum of $500,000, with the firm having the discretion to negotiate lower values. Korr does not provide portfolio management services to wrap fee programs and does not have discretionary authority over client accounts. The firm's CEO/CIO, Kenneth A. Orr, monitors investments for clients and ensures compliance with the firm's Code of Ethics. Korr does not engage in brokerage practices for client referrals and does not aggregate client trades. Korr maintains strict confidentiality and security measures to protect clients' personal information and does not sell such information to third parties. The firm shares non-public personal information with authorized third parties only for business purposes related to client account management. Clients are informed of the firm's privacy policy annually and will be notified of any material changes to the policy. For further details, clients can contact Korr at (855) 567-7858.
$220,139,679 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesInvestment Advisory Services To Registered Investment AdvisorsInvictus Timing Service Ltd
Invictus Timing Service, Ltd. is an SEC Registered Investment Adviser established in 1986, located in Westbury, NY. The firm offers Investment Supervisory Services (ISS) for individual portfolio management, providing continuous advice based on clients' needs and managing accounts on a discretionary basis. The firm's investment strategies include long-term and short-term purchases, with a focus on preserving and increasing client capital. As of 12/31/2024, the firm actively managed client assets totaling $72,453,256. Fees for ISS are 1.00% of assets under management, invoiced quarterly. The firm does not charge performance-based fees and primarily serves individuals and high net worth clients without imposing a minimum account value. Invictus Timing Service, Ltd. uses methods such as charting, fundamental analysis, and asset allocation in its investment strategies, with a focus on risk management. The firm does not engage in principal transactions and does not vote client securities. Clients are urged to review account statements and reports provided by the custodian. The firm does not accept compensation for client referrals and does not vote proxies on behalf of clients. There are no material changes reported since March 2024, and the firm has no financial conditions impairing its ability to meet obligations.
$86,184,982 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesMarket Timing ServicesPersonal Asset Strategies, Inc.
Personal Asset Strategies, Inc. (PAS) was established in 1991, specializing in providing personal financial advisory services and managing individually designed investment portfolios. PAS operates on a full discretionary basis, managing client assets with a focus on diversification based on each client's risk tolerance. The firm offers a Collaborative Wealth Management approach, coordinating with other professionals as needed. Investment strategies include diversified equities, fixed income investments, cash equivalents, and real estate investments. PAS is a fee-only advisor, not affiliated with entities selling financial products, and does not receive commissions. Management fees are up to 2% annually for assets under $2,000,000, with a minimum fee of 1.5%. PAS may recommend participation in the Special Investment Group for aggressive investors, with separate fees and expenses. Lonnie M. Garber is the Managing Member of certain pooled investment vehicles for real estate investments. PAS provides services to high net worth individuals, families, trusts, and religious institutions. The firm conducts detailed security analysis, employs various investment strategies, and discloses potential investment risks. PAS has no disciplinary history and maintains a Code of Ethics. Lonnie M. Garber serves as Trustee of certain trusts and as Managing Member of limited liability companies for real estate investments. The firm has a Business Continuity Plan and an Information Security Program in place. PAS maintains client privacy and does not vote client securities proxies. The firm does not have physical custody of client funds, except for certain real estate investments and trusts. Key executives include Lonnie M. Garber, Jeffrey B. Garber, and Amanda Jones, each bringing expertise in financial planning, legal, and operational management. Melissa C. Quiroz serves as the Operations Manager, overseeing day-to-day activities and compliance requirements.
$34,765,522 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
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 Westbury, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Westbury. 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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