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Building 2GEOMETRIC WEALTH ADVISORS, LLC

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Phone(973) 525-4901
NotebookSEC #801-112016
Total AUM
$1.3B
Employees
32
Clients
256

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(973) 525-4901
Other Offices
9

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,081
Discretionary
$1.3B
Accounts
2,081
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
17
AUM
$10.7M
HNW Individual Clients
239
AUM
$1.3B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCGAILMAMDMNNCNYPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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