| 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 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds