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Building 2HADDONFIELD FINANCIAL PLANNING LLC

Map pinHADDONFIELD, NJ
Phone856-795-0471
NotebookSEC #801-131694
Total AUM
$134.8M
Employees
3
Clients
212

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
205 N HADDON AVE
HADDONFIELD
NJ 08033-2322
United States
Operating Hours
9-5
Monday - Friday
Phone
856-795-0471

ReceiptFinancials

Total AUM
$134.8M
Accounts
212
Discretionary
$124.7M
Accounts
210
Non-Discretionary
$10.1M
Accounts
2

ContactClients

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Individual Clients
135
AUM
$30M
HNW Individual Clients
68
AUM
$101.8M
Corporation or Business Clients
9
AUM
$3M

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
CAFLNHNJPATX

HandshakeAffiliates

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

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