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Building 2ACCRETIVE WEALTH PARTNERS, LLC

Map pinPARSIPPANY, NJ
Phone(973) 970-2627
NotebookSEC #801-117780
Total AUM
$504.5M
Employees
3
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 GATEHALL DRIVE
SUITE 207
PARSIPPANY
NJ 07054
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(973) 970-2627

ReceiptFinancials

Total AUM
$504.5M
Accounts
704
Discretionary
$421.5M
Accounts
529
Non-Discretionary
$83.1M
Accounts
175

ContactClients

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Individual Clients
62
AUM
$37.9M
HNW Individual Clients
142
AUM
$447.8M
Banking Clients
1
AUM
$16.7M
Charitable Organization Clients
1
AUM
$747.8K
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMAMDNCNHNJNYPASCTXVA

HandshakeAffiliates

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

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