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

Building 2STAWNYCHY FINANCIAL SERVICES, INC.

Map pinKINNELON, NJ
Phone973-283-0024
NotebookSEC #801-133023
Total AUM
$131.2M
Employees
4
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 KINNELON ROAD
SUITE 101
KINNELON
NJ 07405
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
973-283-0024

ReceiptFinancials

Total AUM
$131.2M
Accounts
306
Discretionary
$130.1M
Accounts
304
Non-Discretionary
$1.1M
Accounts
2

ContactClients

View more in analytics →

Individual Clients
91
AUM
$33.4M
HNW Individual Clients
25
AUM
$80.4M
Pension/Profit Sharing Plan Clients
1
AUM
$3.3M
Charitable Organization Clients
1
AUM
$4.7M
Government Entity Clients
5
AUM
$9.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account