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Ivan Hugh Greenstein

ASSET & FINANCIAL PLANNING, LTD·POUGHKEEPSIE, New York
Unclaimed Profile
11 RAYMOND AVENUE, POUGHKEEPSIE, NY 12603CRD# 2626704Firm CRD# 110709
01

About

Ivan Hugh Greenstein is a registered financial advisor based in POUGHKEEPSIE, New York, affiliated with ASSET & FINANCIAL PLANNING, LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
ASSET & FINANCIAL PLANNING, LTD
ASSET & FINANCIAL PLANNING, LTD
AUM
$317M
Regulatory assets under management
Employees
90
Total firm employees
View all advisors at ASSET & FINANCIAL PLANNING, LTD →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2626704
Firm CRD# 110709
5 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ivan Hugh Greenstein offer?
Ivan Hugh Greenstein specializes in Financial Planning, Investment Management. Contact their office in POUGHKEEPSIE, New York for a consultation.
What are Ivan Hugh Greenstein's credentials?
Ivan Hugh Greenstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ivan Hugh Greenstein located?
Ivan Hugh Greenstein is based in POUGHKEEPSIE, New York, working with ASSET & FINANCIAL PLANNING, LTD. Their office serves clients in the POUGHKEEPSIE metropolitan area and surrounding communities.
How does Ivan Hugh Greenstein charge for services?
Ivan Hugh Greenstein's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET & FINANCIAL PLANNING, LTD?
ASSET & FINANCIAL PLANNING, LTD has approximately 90 employees and manages $317M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in POUGHKEEPSIE
Marshall Ian Baron — ASSET & FINANCIAL PLANNING, LTDTimothy Rychcik — MARSHALL & STERLING WEALTH ADVISORS, INC.Timothy Edward Dean — MARSHALL & STERLING WEALTH ADVISORS, INC.Craig Matthew Pesce — MARSHALL & STERLING WEALTH ADVISORS, INC.John Joseph Palma — ASSET & FINANCIAL PLANNING, LTD
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
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