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Building 2SAMALIN WEALTH

Map pinCHAPPAQUA, NY
Phone914-666-6600
NotebookSEC #801-67465
Total AUM
$490.5M
Employees
13
Clients
544

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
297 KING STREET
CHAPPAQUA
NY 10514
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
914-666-6600
Other Offices
5

ReceiptFinancials

Total AUM
$490.5M
Accounts
1,289
Discretionary
$445.3M
Accounts
1,237
Non-Discretionary
$45.3M
Accounts
52

ContactClients

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Individual Clients
417
AUM
$121.9M
HNW Individual Clients
122
AUM
$362.7M
Pension/Profit Sharing Plan Clients
2
AUM
$4.6M
Corporation or Business Clients
3
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDEFLGAMAMDNCNENHNJNYPASCTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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