Unclaimed Profile

Anna K Pfaehler

PALISADES HUDSON ASSET MANAGEMENT, L.P.·SCARSDALE, New York

Clean record6 years registeredPALISADES HUDSON ASSET MANAGEMENT, L.P.

2 OVERHILL ROAD, SCARSDALE, NY 10583CRD# 6103483Firm CRD# 109134

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anna K Pfaehler · SCARSDALE, NY

Registration

CRD #6103483 · PALISADES HUDSON ASSET MANAGEMENT, L.P. · 6 years registered

Brand Profile

Not yet started

Career History

CONSTELLATION WEALTH ADVISORS

Mar 2020 – present

Registrations & Exams

Registration record

First registered · March 5, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PALISADES HUDSON ASSET MANAGEMENT, L.P.

CRD 109134 · SEC 801-55677

AUM

$1.5B

Regulatory assets under management

Employees

176 client accounts

Services offered by PALISADES HUDSON ASSET MANAGEMENT, L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at PALISADES HUDSON ASSET MANAGEMENT, L.P. →

Introduction

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Frequently Asked Questions

What services does Anna K Pfaehler offer?

Anna K Pfaehler specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SCARSDALE, New York for a consultation.

What are Anna K Pfaehler's credentials?

Anna K Pfaehler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anna K Pfaehler located?

Anna K Pfaehler is based in SCARSDALE, New York, working with PALISADES HUDSON ASSET MANAGEMENT, L.P.. Their office serves clients in the SCARSDALE metropolitan area and surrounding communities.

How does Anna K Pfaehler charge for services?

Anna K Pfaehler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PALISADES HUDSON ASSET MANAGEMENT, L.P.?

PALISADES HUDSON ASSET MANAGEMENT, L.P. has approximately 18 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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