Investment Management Services locations near Katonah, NY

Showing 1–10 of 10 results

This page indexes 10 investment management services listings for Katonah, NY, covering 10 ZIP codes. Details on this page were last refreshed Aug 2026.

Updated Aug 2026

Solaris Asset Management

📍 2 Depot Plz, Bedford Hills, NY, 10507

📞 914-241-2222

🌐 solarisasset.com

Updated Jul 2026

Edward Jones - Financial Advisor: Daniel S Tanaka

📍 105 Gatehouse, Somers, NY, 10589

📞 914-669-8133

🌐 edwardjones.com/en_us/fa/index.html&cirn=713332

Creative Capital Management

📍 100 S Bedford Rd Ste 340, Mount Kisco, NY, 10549

📞 914-242-5700

Updated Jul 2026

Edward Jones - Financial Advisor: Ann L Herrero

📍 26 S Greeley Ave, Chappaqua, NY, 10514

📞 914-238-3137

🌐 www.edwardjones.com/en_us/fa/index.html&cirn=525136

Upland Capital Management LLC

📍 90 Grove St Ste 205, Ridgefield, CT, 06877

📞 203-431-8546

Performance Equity Management LLC

📍 12 Foster Ct, Croton On Hudson, NY, 10520

📞 914-827-9335

New Canaan Capital Management LLC

📍 372 Michigan Rd, New Canaan, CT, 06840

📞 203-594-9413

Sonar Asset Management

📍 80 Business Park Dr, Armonk, NY, 10504

📞 914-730-1004

Updated Jul 2026

Benin Management Corporation

📍 96 Bald Hill Rd, Wilton, CT, 06897

📞 203-762-3295

🌐 beninmanagement.com

Concentrix Capital Mgmt LP

📍 555 Pleasantville Rd, Briarcliff Manor, NY, 10510

📞 914-741-5436