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Building 2NEW HORIZONS WEALTH MANAGEMENT

Map pinCEDAR KNOLLS, NJ
Phone973-540-1066
NotebookSEC #801-128979
Total AUM
$203.3M
Employees
9
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
240 CEDAR KNOLLS RD SUITE 306
CEDAR KNOLLS
NJ 07927
United States
Operating Hours
9:30 AM - 4:00PM
Monday - Friday
Phone
973-540-1066

ReceiptFinancials

Total AUM
$203.3M
Accounts
740
Discretionary
$203.3M
Accounts
740
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
193
AUM
$76.5M
HNW Individual Clients
35
AUM
$91.1M
Charitable Organization Clients
1
AUM
$4.4M
Corporation or Business Clients
1
AUM
$31.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNHNJNYPATX

HandshakeAffiliates

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

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