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Building 2LOCKER FINANCIAL SERVICES, LLC

Map pinVERONA, NJ
Phone973-256-2555
NotebookSEC #801-118288
Total AUM
$213.8M
Employees
3
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 CLARIDGE DRIVE
SUITE 2
VERONA
NJ 07044
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
973-256-2555
Other Offices
1

ReceiptFinancials

Total AUM
$213.8M
Accounts
391
Discretionary
$213.8M
Accounts
391
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
76
AUM
$35.9M
HNW Individual Clients
65
AUM
$177.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MANJTX

HandshakeAffiliates

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

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