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Building 2WASHINGTON CROSSING ADVISORS LLC

Map pinMORRISTOWN, NJ
Phone973-549-4052
NotebookSEC #801-108807
Total AUM
$2B
Employees
10
Clients
3,257

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
305 MADISON AVENUE
SUITE 200
MORRISTOWN
NJ 07960
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
973-549-4052
Other Offices
2

ReceiptFinancials

Total AUM
$2B
Accounts
3,257
Discretionary
$2B
Accounts
3,257
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3,097
AUM
$1.7B
HNW Individual Clients
55
AUM
$191.3M
Banking Clients
7
AUM
$17.3M
Pooled Vehicle Clients
21
AUM
$30.3M
Pension/Profit Sharing Plan Clients
3
AUM
$1.2M
Charitable Organization Clients
64
AUM
$116M
Corporation or Business Clients
10
AUM
$18M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO CONSULTANT TO A UNIT INVESTMENT TRUST SPONSORED BY AN UNAFFILIATED THIRD-PARTY
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 24 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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