Briarcliff Manor Wealth Advisors
Firm details
- Headquarters
- ,
- CRD number
- 131321
- Website
- www.bmwa.biz
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Briarcliff Manor Wealth Advisors operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a sole proprietorship and is owned by an individual. Its client base primarily consists of individuals and families, and it employs a fee structure based on a percentage of assets under management (AUM) as well as hourly charges. Briarcliff Manor Wealth Advisors does not engage in capital allocation or serve as a pension consultant, and it is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents5%
- Derivatives1%
Contacts
1 of 1
Thomas Vaccaro
Owner / Financial PlannerCRD 1206602
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations