Adviser Profile
| As of Date | 06/21/2018 |
| Registration | New Jersey, Approved, 07/13/2018 |
| Contact Info | 973 xxxxxxx |
| AUM* | 19,390,000 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 587,576 |
| % High Net Worth | 5.88% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds