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Building 2PRIVATE CLIENT GROUP ASSET MANAGEMENT

Map pinGLADSTONE, NJ
Phone908-719-3024
NotebookSEC #801-126371
Total AUM
$143.1M
Employees
5
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
240 MAIN STREET
SUITE 200
GLADSTONE
NJ 07934
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
908-719-3024

ReceiptFinancials

Total AUM
$143.1M
Accounts
198
Discretionary
$143.1M
Accounts
198
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
65
AUM
$21.7M
HNW Individual Clients
44
AUM
$121.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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