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Building 2WEALTH QUARTERBACK LLC

Map pinTOMS RIVER, NJ
Phone732-965-8190
NotebookSEC #801-117034
Total AUM
$391.3M
Employees
11
Clients
1,118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1400 HOOPER AVE
TOMS RIVER
NJ 08753
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
732-965-8190
Other Offices
14

ReceiptFinancials

Total AUM
$391.3M
Accounts
2,042
Discretionary
$389.2M
Accounts
2,003
Non-Discretionary
$2.2M
Accounts
39

ContactClients

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Individual Clients
908
AUM
$165.2M
HNW Individual Clients
203
AUM
$222M
Pension/Profit Sharing Plan Clients
6
AUM
$4.1M
Charitable Organization Clients
1
AUM
$9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
COCTDEFLMAMOMTNCNHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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