SAMALIN WEALTH

297 King Street
Chappaqua, New York 10514
Tel: 914-666-6600

About SAMALIN WEALTH

SAMALIN WEALTH, formally registered with the SEC as SAMALIN WEALTH. The firm was established in 02/15/2007. They have over 5 offices throughout the country.

SAMALIN WEALTH is a Chappaqua, New York based Financial Planning firm with nearly $364,523,748 assets under management, offering retirement planning & investment advisory services to 1288 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142214
SEC#	801-67465
Assets Managed by Firm	$364,523,748
No. of Clients	1288
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1288	$364,523,748
Individuals (other than high net worth individuals)	405	$102,514,541
High net worth individuals	93	$259,396,766
Pension and profit sharing plans	Fewer than 5 clients	$2,270,891
Corporations or other businesses	Fewer than 5 clients	$341,550

More Retirement Planning firms in Chappaqua, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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