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Building 2PERSONAL FINANCIAL SOLUTIONS, LLC

Map pinMANASQUAN, NJ
Phone732-722-7912
NotebookSEC #801-121037
Total AUM
$155.6M
Employees
2
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2517 HIGHWAY 35
BUILDING I SUITE 103
MANASQUAN
NJ 08736
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
732-722-7912

ReceiptFinancials

Total AUM
$155.6M
Accounts
405
Discretionary
$155.6M
Accounts
405
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
92
AUM
$31.1M
HNW Individual Clients
39
AUM
$124.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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