1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2EAST COAST WEALTH MANAGEMENT, INC.

Map pinFLORHAM PARK, NJ
Phone973-396-8626
NotebookSEC #801-132522
Total AUM
$153M
Employees
2
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 RIDGEDALE AVENUE
SUITE A3
FLORHAM PARK
NJ 07932
United States
Operating Hours
9-5
Monday - Friday
Phone
973-396-8626

ReceiptFinancials

Total AUM
$153M
Accounts
285
Discretionary
$106.5M
Accounts
193
Non-Discretionary
$46.5M
Accounts
92

ContactClients

View more in analytics →

Individual Clients
141
AUM
$27.2M
HNW Individual Clients
60
AUM
$125.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES FOR SELECTION AND MONITORING OF INVESTMENT MANAGERS

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJNYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account