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Building 2WATTERS FINANCIAL SERVICES, LLC

Map pinPARAMUS, NJ
Phone(201) 843-0044
NotebookSEC #801-119028
Total AUM
$178.1M
Employees
3
Clients
130

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16 ARCADIAN AVENUE
SUITE C4
PARAMUS
NJ 07652-1291
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(201) 843-0044

ReceiptFinancials

Total AUM
$178.1M
Accounts
416
Discretionary
$90.7M
Accounts
182
Non-Discretionary
$87.4M
Accounts
234

ContactClients

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Individual Clients
64
AUM
$24.9M
HNW Individual Clients
63
AUM
$149.9M
Pension/Profit Sharing Plan Clients
1
AUM
$270.3K
Investment Advisor Clients
1
AUM
$1M
Corporation or Business Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANCNHNJNYTX

HandshakeAffiliates

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

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