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Building 2GCI FINANCIAL GROUP

Map pinMENDHAM, NJ
Phone973-543-2133
NotebookSEC #801-131018
Total AUM
$145.1M
Employees
3
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 COLD HILL ROAD SOUTH
SUITE 23
MENDHAM
NJ 07945
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
973-543-2133

ReceiptFinancials

Total AUM
$145.1M
Accounts
463
Discretionary
$137.8M
Accounts
416
Non-Discretionary
$7.3M
Accounts
47

ContactClients

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Individual Clients
82
AUM
$38.9M
HNW Individual Clients
48
AUM
$88.6M
Pension/Profit Sharing Plan Clients
7
AUM
$8.2M
Corporation or Business Clients
3
AUM
$9.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJNYPA

HandshakeAffiliates

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

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