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Building 2SUSTAINVEST ASSET MANAGEMENT, LLC

Map pinLINWOOD, NJ
Phone609-904-6028
NotebookSEC #801-132906
Total AUM
$137.4M
Employees
1
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
199 NEW ROAD
CENTRAL SQUARE, 42B
LINWOOD
NJ 08221
United States
Operating Hours
9:00AM-4:00PM
Monday - Friday
Phone
609-904-6028

ReceiptFinancials

Total AUM
$137.4M
Accounts
360
Discretionary
$136.8M
Accounts
359
Non-Discretionary
$659.6K
Accounts
1

ContactClients

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Individual Clients
129
AUM
$46.5M
HNW Individual Clients
29
AUM
$83.6M
Pension/Profit Sharing Plan Clients
1
AUM
$659.6K
Charitable Organization Clients
4
AUM
$5.7M
Corporation or Business Clients
1
AUM
$935.1K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANJORTX

HandshakeAffiliates

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

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