Overview
Assets Under Management: $421 million
Headquarters: CHAPPAQUA, NY
High-Net-Worth Clients: 107
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.70
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,220
Discretionary Accounts: 1,162
Non-Discretionary Accounts: 58
Regulatory Filings
CRD Number: 142214
Filing ID: 1944548
Last Filing Date: 2025-03-18 08:36:00
Website: https://samalinwealth.com