SAVLAN WEALTH PARTNERS of NEW CITY, NY is an SEC-registered investment adviser (CRD 343698).
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Joshua Taylor Jones | CHIEF COMPLIANCE OFFICER | — |
| David Lieblich | FOUNDING PARTNER/MANAGING PARTNER | — |
| Malka Lieblich | FOUNDING PARTNER | — |
| William Henry Kemple | FOUNDING PARTNER | — |