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Megan Mary Garufi

EDENBROOK CAPITAL, LLC·MOUNT KISCO, New York
Unclaimed Profile
116 RADIO CIRCLE, MOUNT KISCO, NY 10549CRD# 4918623Firm CRD# 283465
01

About

Megan Mary Garufi is a registered financial advisor based in MOUNT KISCO, New York, affiliated with EDENBROOK CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
EDENBROOK CAPITAL, LLC
EDENBROOK CAPITAL, LLC
AUM
$265M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at EDENBROOK CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4918623
Firm CRD# 283465
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Megan Mary Garufi offer?
Megan Mary Garufi specializes in Retirement Planning. Contact their office in MOUNT KISCO, New York for a consultation.
What are Megan Mary Garufi's credentials?
Megan Mary Garufi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Megan Mary Garufi located?
Megan Mary Garufi is based in MOUNT KISCO, New York, working with EDENBROOK CAPITAL, LLC. Their office serves clients in the MOUNT KISCO metropolitan area and surrounding communities.
How does Megan Mary Garufi charge for services?
Megan Mary Garufi's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EDENBROOK CAPITAL, LLC?
EDENBROOK CAPITAL, LLC has approximately 4 employees and manages $265M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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