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Building 2ACTIVE WEALTH ADVISORS

Map pinWOODCLIFF LAKE, NJ
Phone551-502-2266
NotebookSEC #801-134176
Total AUM
$75.4M
Employees
1
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
577 CHESTNUT RIDGE ROAD
WOODCLIFF LAKE
NJ 07677
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
551-502-2266

ReceiptFinancials

Total AUM
$75.4M
Accounts
23
Discretionary
$30.4M
Accounts
21
Non-Discretionary
$45M
Accounts
2

ContactClients

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Individual Clients
8
AUM
$4.5M
HNW Individual Clients
13
AUM
$64.5M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$6.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJ

HandshakeAffiliates

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

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