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Building 2PREMIER PATH WEALTH PARTNERS, LLC

Map pinMADISON, NJ
Phone973-671-6530
NotebookSEC #801-127703
Total AUM
$1.2B
Employees
8
Clients
463

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 GIRALDA FARMS
SUITE 190
MADISON
NJ 07940
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
973-671-6530

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,965
Discretionary
$1.2B
Accounts
1,965
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
221
AUM
$89M
HNW Individual Clients
233
AUM
$1.1B
Charitable Organization Clients
4
AUM
$15.1M
Corporation or Business Clients
5
AUM
$9.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGALAMANCNHNJNYOHPATX

HandshakeAffiliates

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

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