Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Mount Kisco is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Mount Kisco & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Mount Kisco, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and non-vetted financial advisors in Mount Kisco, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Mount Kisco, New York have an average of 19 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
KOHLBERG & COMPANY 111 Radio Circle, Mount Kisco, NY, 10549 | 160745 | $11,829,124,266 | 30 | A Percentage of AUM, Other (CARRIED INTEREST AND PERCENTAGE OF INVESTED CAPITAL) |
OLYMPUS CAPITAL HOLDINGS ASIA LLC 100 South Bedford Rd, Suite 340 #305 Mount Kisco, NY, 10549 | 157522 | $1,283,118,389 | 27 | A Percentage of AUM, Performance Based |
EDENBROOK CAPITAL, LLC 116 Radio Circle, Suite 202 Mount Kisco, NY, 10549 | 283465 | $318,605,314 | 2 | A Percentage of AUM, Performance Based |
CLARITY INVESTMENTS + PLANNING LLC 118 North Bedford Road, Suite 100 Mount Kisco, NY, 10549 | 148888 | $96,455,758 | 271 | A Percentage of AUM, Hourly charges, Fixed Fees |
MAIN STREET FINANCIAL 359 E. Main Street, Suite 4a Mount Kisco, NY, 10549 | 118130 | $58,375,477 | 253 | A Percentage of AUM, Hourly charges |
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