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Building 2TEPP WEALTH MANAGEMENT

Map pinWESTFIELD, NJ
Phone908-301-1200
NotebookSEC #801-131621
Total AUM
$195.7M
Employees
6
Clients
149

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
210 ELMER STREET
WESTFIELD
NJ 07090
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
908-301-1200

ReceiptFinancials

Total AUM
$195.7M
Accounts
150
Discretionary
$194.1M
Accounts
149
Non-Discretionary
$1.7M
Accounts
1

ContactClients

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Individual Clients
97
AUM
$64.3M
HNW Individual Clients
52
AUM
$131.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNYTX

HandshakeAffiliates

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

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