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HOXTON WEALTH
JERSEY CITY, NJ
737-249-9620
SEC #801-123553Total AUM
$803.5M
Employees
74Clients
1,378Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 HUDSON STREET
21ST FLOOR
JERSEY CITY
NJ 07302
United States
21ST FLOOR
JERSEY CITY
NJ 07302
United States
Operating Hours
BY APPT.
BY APPT.
BY APPT.
Phone
737-249-9620
Other Offices
12
Financials
Total AUM
$803.5M
Accounts
1,805Discretionary
$0
Accounts
0Non-Discretionary
$803.5M
Accounts
1,805
Clients
Individual Clients
949AUM
$342.9M
HNW Individual Clients
429AUM
$460.6M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PENSION ADVISORY SERVICES (SERVICE LEVELS)
Compliance
Disclosures
Court Injunction (Past 10 Years)Court Violation FindingLicense Revocation/SuspensionOther Regulator False Statement/DishonestyOther Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 23 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.