SAMALIN INVESTMENT COUNSEL, LLC

SAMALIN WEALTH
CHAPPAQUA, New York·4 registered advisors·CRD# 142214
SEC# 801-674654914-666-6600
01

Firm Overview

AUM
$365M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SAMALIN INVESTMENT COUNSEL, LLC

4 registered advisors
Andrew Evan Samalin
CHAPPAQUA, New York
Maria Jolanta Mckee
CHAPPAQUA, New York
Thomas Jay Kowalchuk
CHAPPAQUA, New York
Yvette Wheeler
CHAPPAQUA, New York
05

Office Locations

CHAPPAQUA, New York
4 advisors

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Data sourced from SEC Form ADV filings. SAMALIN INVESTMENT COUNSEL, LLC (CRD# 142214) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.