Bespoke Investment Group, LLC

Bespoke Investment Group, LLC (CRD# 144080) is a financial advisory firm headquartered in Harrison, NY. They manage $51,215,128 in 81 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
105 Calvert St., Suite 100, Harrison, NY 10528
https://www.bespokepremium.com/wealthmanagement/
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $632,286
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NE, NY, TX

Financial Advisors at Bespoke Investment Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Francis Conway, financial advisor Harrison NY
Francis J. Conway
CRD#: 1970907
105 Calvert St., Suite 100, Harrison, NY 10528

Francis Conway (CRD# 1970907) is an Investment Advisor Representative working at Bespoke Investment Group, LLC in Harrison, NY and has over 33 years of experience in the finance industry.

2
Jake Gordon, financial advisor Harrison NY
Jake L. Gordon
CRD#: 7338467
105 Calvert St., Suite 100, Harrison, NY 10528

Jake Gordon (CRD# 7338467) is an Investment Advisor Representative working at Bespoke Investment Group, LLC in Harrison, NY and has over 4 years of experience in the finance industry.

3
Paul Hickey, financial advisor Harrison NY
Paul T. Hickey
CRD#: 2891106
105 Calvert St., Suite 100, Harrison, NY 10528

Paul Hickey (CRD# 2891106) is an Investment Advisor Representative working at Bespoke Investment Group, LLC in Harrison, NY and has over 26 years of experience in the finance industry.

4
Justin Walters, financial advisor Harrison NY
Justin T. Walters
CRD#: 5336645
105 Calvert St., Suite 100, Harrison, NY 10528

Justin Walters (CRD# 5336645) is an Investment Advisor Representative working at Bespoke Investment Group, LLC in Harrison, NY and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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