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Building 2REVOLVE WEALTH PARTNERS, LLC

Map pinHACKENSACK, NJ
Phone201-373-2163
NotebookSEC #801-110397
Total AUM
$1.4B
Employees
19
Clients
698

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
411 HACKENSACK AVENUE
SUITE 1005
HACKENSACK
NJ 07601
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
201-373-2163
Other Offices
2

ReceiptFinancials

Total AUM
$1.4B
Accounts
2,450
Discretionary
$1.4B
Accounts
2,450
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
386
AUM
$146.6M
HNW Individual Clients
288
AUM
$1.2B
Pension/Profit Sharing Plan Clients
24
AUM
$38.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLILMAMDNCNHNJNYPATXWA

HandshakeAffiliates

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

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