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Building 2MASSO TORRENCE WEALTH MANAGEMENT INC.

Map pinMARLTON, NJ
Phone(856) 988-6664
NotebookSEC #801-119843
Total AUM
$326.5M
Employees
5
Clients
260

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
270 N ELMWOOD ROAD
SUITE H-160
MARLTON
NJ 08053
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(856) 988-6664

ReceiptFinancials

Total AUM
$326.5M
Accounts
636
Discretionary
$326.5M
Accounts
636
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
147
AUM
$39.3M
HNW Individual Clients
97
AUM
$251.5M
Pension/Profit Sharing Plan Clients
10
AUM
$26.7M
Corporation or Business Clients
6
AUM
$9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJPATX

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

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