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Building 2WOMEN'S WEALTH BOUTIQUE

Map pinCHESTER, NJ
Phone732-752-9191
NotebookSEC #801-123141
Total AUM
$32.4M
Employees
5
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
245 MAIN STREET
SUITE 205
CHESTER
NJ 07930
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
732-752-9191
Other Offices
2

ReceiptFinancials

Total AUM
$32.4M
Accounts
238
Discretionary
$32.4M
Accounts
238
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
105
AUM
$19.9M
HNW Individual Clients
24
AUM
$12.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FIXED FEES FOR FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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