MEZZASALMA ADVISORS
Total AUM
$534.4M
Employees
8Clients
375Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
67 APPLE ST
TINTON FALLS
NJ 07724
United States
TINTON FALLS
NJ 07724
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
732-842-1120
Other Offices
1
Financials
Total AUM
$534.4M
Accounts
1,124Discretionary
$534.4M
Accounts
1,123Non-Discretionary
$11.5K
Accounts
1
Clients
Individual Clients
182AUM
$23.3M
HNW Individual Clients
182AUM
$492.6M
Pension/Profit Sharing Plan Clients
9AUM
$11.4M
Charitable Organization Clients
1AUM
$389.4K
Corporation or Business Clients
1AUM
$6.7M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTFLLANHNJNYPATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.