VAUGHAN AND COMPANY SECURITIES, INC.
Total AUM
$218.9M
Employees
6Clients
193Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
68 PASSAIC STREET
RIDGEWOOD
NJ 07450-9901
United States
RIDGEWOOD
NJ 07450-9901
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
201 444-1361
Financials
Total AUM
$218.9M
Accounts
544Discretionary
$215.7M
Accounts
532Non-Discretionary
$3.2M
Accounts
12
Clients
Individual Clients
130AUM
$39.1M
HNW Individual Clients
60AUM
$179.4M
Pension/Profit Sharing Plan Clients
2AUM
$162.7K
Corporation or Business Clients
1AUM
$203.8K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SELECTION OF TPMM
Compliance
Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
FLMANJNYTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.