Managers in Newburgh, NY

United States · 7 asset managers within 25 km (1 in Newburgh itself) · 23 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: Mount Kisco, NY 4 · Kingston, NY 4 · Bedford Hills, NY 3 · Hopewell Junction, NY 2 · Poughkeepsie, NY 2 · Goshen, NY 2 · New City, NY 2 · Briarcliff Manor, NY 2 · Cold Spring, NY 1 · New Paltz, NY 1 · High Falls, NY 1 · Ellenville, NY 1

Asset managers in and around Newburgh

#	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	OLD ORCHARD CAPITAL MANAGEMENT LP hedge funds, futures · New Paltz $1.8bn	1	$1.8bn
4	PTMA INVESTMENT ADVISORS Hopewell Junction $104.2bn	office	$104.2bn
5	Prudent Man Advisors, LLC Hopewell Junction $30.6bn	office	$30.6bn
6	ALLSTATE CORP structured credit, wealth · Newburgh ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	office	$26.5bn
7	MAGNOLIA CAPITAL MANAGEMENT LTD Cold Spring $144.9m	based here	$144.9m

7 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.