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Home > Retirement Planners > new york > florida > MYLES WEALTH MANAGEMENT, LLC
MYLES WEALTH MANAGEMENT, LLC
59 North Main Street
Florida, New York 10921
Tel: 845-651-3070
About MYLES WEALTH MANAGEMENT, LLC
MYLES WEALTH MANAGEMENT, LLC, formally registered with the SEC as MYLES WEALTH MANAGEMENT, LLC. The firm was established in 12/24/2013. They have over 1 offices throughout the country.
MYLES WEALTH MANAGEMENT, LLC is a Florida, New York based Financial Planning firm with nearly $119,418,669 assets under management, offering retirement planning & investment advisory services to 592 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169635 |
| SEC# | 801-78851 |
| Assets Managed by Firm | $119,418,669 |
| No. of Clients | 592 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
- Other (SOLICITOR FEES)
Advisory Services Provided
- Financial planning services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 592 | $119,418,669 |
| Individuals (other than high net worth individuals) | 497 | $85,617,601 |
| High net worth individuals | 18 | $31,848,738 |
| Pension and profit sharing plans | 18 | $1,884,159 |
| Charitable organizations | Fewer than 5 clients | $68,171 |
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