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Building 2CADIA PRIVATE CLIENT LLC

Map pinPARSIPPANY, NJ
Phone973-993-6300
NotebookSEC #801-134227
Total AUM
$192.5M
Employees
3
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 GATEHALL DRIVE
SUITE 307
PARSIPPANY
NJ 07054
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
973-993-6300

ReceiptFinancials

Total AUM
$192.5M
Accounts
487
Discretionary
$192.5M
Accounts
487
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
76
AUM
$27M
HNW Individual Clients
46
AUM
$152.7M
Corporation or Business Clients
1
AUM
$12.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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