FINANCIAL SPYGLASS®

FINANCIAL SPYGLASS® of RYE, NY is an SEC-registered investment adviser (CRD 166378). Regulatory assets under management: $9.6M.

Registration

• CRD: 166378
• Type: Registered investment adviser
• Location: 80 THEODORE FREMD AVE, RYE, NY, 10580
• Phone: 914-921-6800
• Latest filing: 2026-03-11
• Regulatory AUM: $9.6M
• Non-discretionary AUM: $9.6M
• Clients: 1
• Accounts: 13

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166378 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search