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Building 2KUBHERA ENTERPRISES LLC

Map pinPRINCETON, NJ
Phone609-799-5900
NotebookSEC #801-114374
Total AUM
$275.5M
Employees
5
Clients
304

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
742 ALEXANDER ROAD, SUITE 305
PRINCETON
NJ 08540
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
609-799-5900

ReceiptFinancials

Total AUM
$275.5M
Accounts
868
Discretionary
$256.7M
Accounts
846
Non-Discretionary
$18.8M
Accounts
22

ContactClients

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Individual Clients
22
AUM
$6.2M
HNW Individual Clients
216
AUM
$197.2M
Pooled Vehicle Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
30
AUM
$48M
Corporation or Business Clients
35
AUM
$24.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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