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Building 2STRATEGIC ADVISORY SERVICES LLC

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Phone973-241-5783
NotebookSEC #801-117644
Total AUM
$598.5M
Employees
1
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
973-241-5783

ReceiptFinancials

Total AUM
$598.5M
Accounts
4
Discretionary
$598.5M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
3
AUM
$598.4M
Corporation or Business Clients
1
AUM
$49.6K

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther Services
Other Services
INVESTMENT MANAGER TO EMPLOYEE STOCK OWNERSHIP TRUSTS.
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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