1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ACCRETIVE WEALTH PARTNERS, LLC

Map pinRED BANK, NJ
Phone(973) 970-2627
NotebookSEC #801-114461
Total AUM
$63.2M
Employees
3
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 HALF MILE ROAD
SUITE #200
RED BANK
NJ 07701
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(973) 970-2627

ReceiptFinancials

Total AUM
$63.2M
Accounts
116
Discretionary
$62.6M
Accounts
113
Non-Discretionary
$670.5K
Accounts
3

ContactClients

View more in analytics →

Individual Clients
11
AUM
$2.4M
HNW Individual Clients
30
AUM
$60.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJ

HandshakeAffiliates

View all affiliates →

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

Feature requires an account