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Building 2ALOOOLA

Map pinKINGSTON, NJ
Phone484.275.5525
NotebookSEC #801-129551
Total AUM
$51.2M
Employees
4
Clients
457

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4422C ROUTE 27
KINGSTON
NJ 08528
United States
Operating Hours
9AM-4PM
Monday - Friday
Phone
484.275.5525

ReceiptFinancials

Total AUM
$51.2M
Accounts
457
Discretionary
$51.2M
Accounts
457
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
436
AUM
$16.2M
Corporation or Business Clients
21
AUM
$35M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCDEFLGAILMAMDMEMINJNYOHPARISCTXVTWA

HandshakeAffiliates

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

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