Adviser Profile

As of Date 05/01/2025
Registration status Registration Changed to EAST COAST WEALTH MANAGEMENT, INC.
ADV Location FLORHAM PARK, NJ, United States
Contact Info 973 xxxxxxx
Websites
AUM* 124,802,447 14%
of that, discretionary 78,850,162 19%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 491,348 19%
% High Net Worth 29.86% 48%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees