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Building 2RYAN HERITAGE, LLP

Map pinSADDLE BROOK, NJ
Phone201-556-0092
NotebookSEC #801-122617
Total AUM
$18.8M
Employees
7
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
PARK 80 WEST - PLAZA TWO
250 PEHLE AVE., SUITE 708
SADDLE BROOK
NJ 07663
United States
Operating Hours
9 A.M.- 5 P.M.
Monday - Friday
Phone
201-556-0092
Other Offices
1

ReceiptFinancials

Total AUM
$18.8M
Accounts
6
Discretionary
$18.8M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$626.1K
Investment Company Clients
1
AUM
$9.9M
Other Clients
1
AUM
$8.3M
Description of Other Clients
LIMITED PARTNERSHIP

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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