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Building 2THE WEALTH BOUTIQUE

Map pinCHESTER, NJ
Phone908-955-0077
NotebookSEC #801-129886
Total AUM
$120.8M
Employees
12
Clients
317

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
32 COLLIS LANE
SUITE A
CHESTER
NJ 07930
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
908-955-0077
Other Offices
6

ReceiptFinancials

Total AUM
$120.8M
Accounts
802
Discretionary
$120.8M
Accounts
802
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
290
AUM
$72.4M
HNW Individual Clients
27
AUM
$48.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCOFLGAINNJNYOHSCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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