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Building 2WESTFIELD FINANCIAL PLANNING

Map pinWESTFIELD, NJ
Phone908-379-2706
NotebookSEC #801-111888
Total AUM
$190.8M
Employees
5
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
316 EAST BROAD STREET
WESTFIELD
NJ 07090
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
908-379-2706

ReceiptFinancials

Total AUM
$190.8M
Accounts
699
Discretionary
$178.6M
Accounts
686
Non-Discretionary
$12.2M
Accounts
13

ContactClients

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Individual Clients
98
AUM
$38M
HNW Individual Clients
56
AUM
$144.7M
Pension/Profit Sharing Plan Clients
5
AUM
$2.8M
Charitable Organization Clients
2
AUM
$5.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJNY

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

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