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Building 2LAUREL OAK WEALTH MANAGEMENT, LLC

Map pinMARLTON, NJ
Phone856-519-0200
NotebookSEC #801-133907
Total AUM
$1.4B
Employees
22
Clients
4,662

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
525 NJ-73
SUITE 200
MARLTON
NJ 08053
United States
Operating Hours
9AM - 5PM OR BY APPT
Monday - Friday
Phone
856-519-0200
Other Offices
2

ReceiptFinancials

Total AUM
$1.4B
Accounts
4,662
Discretionary
$1.4B
Accounts
4,662
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,163
AUM
$252.6M
HNW Individual Clients
2,477
AUM
$1.1B
Corporation or Business Clients
22
AUM
$73.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEFLMAMDNCNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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