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Alan Lee Bazaar

HOLLOW BROOK WEALTH MANAGEMENT LLC·KATONAH, New York
Unclaimed Profile
152 BEDFORD ROAD, KATONAH, NY 10536CRD# 6045296Firm CRD# 145521
01

About

Alan Lee Bazaar is a registered financial advisor based in KATONAH, New York, affiliated with HOLLOW BROOK WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HOLLOW BROOK WEALTH MANAGEMENT LLC
HOLLOW BROOK WEALTH MANAGEMENT LLC
AUM
$1.0B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at HOLLOW BROOK WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6045296
Firm CRD# 145521
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Lee Bazaar offer?
Alan Lee Bazaar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KATONAH, New York for a consultation.
What are Alan Lee Bazaar's credentials?
Alan Lee Bazaar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Lee Bazaar located?
Alan Lee Bazaar is based in KATONAH, New York, working with HOLLOW BROOK WEALTH MANAGEMENT LLC. Their office serves clients in the KATONAH metropolitan area and surrounding communities.
How does Alan Lee Bazaar charge for services?
Alan Lee Bazaar's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOLLOW BROOK WEALTH MANAGEMENT LLC?
HOLLOW BROOK WEALTH MANAGEMENT LLC has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KATONAH
Jeffrey Stephen Wund — POINT B PLANNING, LLCEdgar Wayne Nordberg — HOLLOW BROOK WEALTH MANAGEMENT LLCPhilip Ernst Richter — HOLLOW BROOK WEALTH MANAGEMENT LLCArthur J Samberg — PEQUOT CAPITAL MANAGEMENT INCBrady Thomas Lipp — AKROS CAPITAL, LLC
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