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Building 2TENON FINANCIAL

Map pinMETUCHEN, NJ
Phone732-902-0066
NotebookSEC #801-128567
Total AUM
$316M
Employees
3
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 STATION PLACE
SUITE 9
METUCHEN
NJ 08840
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
732-902-0066

ReceiptFinancials

Total AUM
$316M
Accounts
460
Discretionary
$316M
Accounts
460
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$3.1M
HNW Individual Clients
95
AUM
$312.8M
Charitable Organization Clients
1
AUM
$98.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILLAMANCNHNJPATX

HandshakeAffiliates

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

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