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Home > Retirement Planners > new york > armonk > SILVERBERG BERNSTEIN CAPITAL MANAGEMENT
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT
4 Miller Circle
Armonk, New York 10504
Tel: 203-820-9107
About SILVERBERG BERNSTEIN CAPITAL MANAGEMENT
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT, formally registered with the SEC as SILVERBERG BERNSTEIN CAPITAL MANAGEMENT. The firm was established in 07/07/2023. They have over 1 offices throughout the country.
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT is a Armonk, New York based Financial Planning firm with nearly $173,400,000 assets under management, offering retirement planning & investment advisory services to 77 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327151 |
| SEC# | 801-128290 |
| Assets Managed by Firm | $173,400,000 |
| No. of Clients | 77 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 77 | $173,400,000 |
| Individuals (other than high net worth individuals) | 12 | $2,900,000 |
| High net worth individuals | 23 | $170,500,000 |
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