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WEALTHSPIRE ADVISORS

Tel: 631-227-3900
400 Broadhollow Road
Suite 301
Melville, New York  11747

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WEALTHSPIRE ADVISORS

WEALTHSPIRE ADVISORS is a Melville, New York based financial advisory firm with nearly $3,046,087,569 in assets under management and provides investment advisory services for 2210 clients. There are currently 42 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees, Other (WRAP FE

Firm CRD#:

147592

SEC#:

801-69418

No. of Clients:

2210

Assets under Management

$3,046,087,569

No. of Advisors:

42

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