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Building 2JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Map pinFLORHAM PARK, NJ
Phone888-467-3636
NotebookSEC #801-110005
Total AUM
$43.4M
Employees
9
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30B VREELAND ROAD
SUITE 210
FLORHAM PARK
NJ 07932
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
888-467-3636
Other Offices
3

ReceiptFinancials

Total AUM
$43.4M
Accounts
102
Discretionary
$17.8M
Accounts
60
Non-Discretionary
$25.6M
Accounts
42

ContactClients

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Individual Clients
55
AUM
$7.8M
HNW Individual Clients
15
AUM
$30.5M
Charitable Organization Clients
1
AUM
$2.1M
Corporation or Business Clients
2
AUM
$3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALCACTDCFLGAMONCNJNYPASCTXWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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