Managers in Millbrook, NY

United States · 4 asset managers within 25 km (1 in Millbrook itself) · 9 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Kingston, NY 4 · Danbury, CT 3 · Poughkeepsie, NY 2 · Hopewell Junction, NY 2 · Washington Depot, CT 2 · Pawling, NY 1 · New Milford, CT 1 · New Paltz, NY 1 · High Falls, NY 1 · New Fairfield, CT 1 · Newburgh, NY 1 · Litchfield, CT 1

Asset managers in and around Millbrook

#	Manager	People here	Assets
1	Marshall & Sterling Wealth Advisors Inc. institutions · Poughkeepsie $1.6bn	about 8main office	$1.6bn
2	RFG Advisory, LLC mutual funds · Poughkeepsie $8.0bn	3	$8.0bn
3	BOURNE LENT ASSET MANAGEMENT INC Pawling $289.4m	based here	$289.4m
4	HANSEATIC CORPORATION private equity · Millbrook	office

4 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.