Claim Profile
MD

Michael Arthur Doerfler

NEIGHBORLY INVESTMENTS LLC·NEW YOK, New York
Unclaimed Profile
135 WEST 41ST STREET, NEW YOK, NY 10036CRD# 2777704Firm CRD# 290141
01

About

Michael Arthur Doerfler is a registered financial advisor based in NEW YOK, New York, affiliated with NEIGHBORLY INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
NEIGHBORLY INVESTMENTS LLC
NEIGHBORLY INVESTMENTS
AUM
$74M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2777704
Firm CRD# 290141
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YOK?

Browse all registered financial advisors in NEW YOK, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael Arthur Doerfler offer?
Michael Arthur Doerfler specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW YOK, New York for a consultation.
What are Michael Arthur Doerfler's credentials?
Michael Arthur Doerfler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Arthur Doerfler located?
Michael Arthur Doerfler is based in NEW YOK, New York, working with NEIGHBORLY INVESTMENTS LLC. Their office serves clients in the NEW YOK metropolitan area and surrounding communities.
How does Michael Arthur Doerfler charge for services?
Michael Arthur Doerfler's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEIGHBORLY INVESTMENTS LLC?
NEIGHBORLY INVESTMENTS LLC has approximately 6 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty