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Building 2JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Map pinFLORHAM PARK, NJ
Phone888-467-3636
NotebookSEC #801-132626
Total AUM
$161.7M
Employees
14
Clients
367

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30B VREELAND ROAD
SUITE 210
FLORHAM PARK
NJ 07932
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
888-467-3636
Other Offices
5

ReceiptFinancials

Total AUM
$161.7M
Accounts
367
Discretionary
$65.6M
Accounts
234
Non-Discretionary
$96.1M
Accounts
133

ContactClients

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Individual Clients
258
AUM
$46.3M
HNW Individual Clients
94
AUM
$105.7M
Charitable Organization Clients
7
AUM
$8.8M
Corporation or Business Clients
8
AUM
$877.7K

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALCOCTDEFLNCNJNYTX

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

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