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Building 2LIFTPOINT FAMILY WEALTH ADVISORS, LLC

Map pinFAR HILLS, NJ
Phone(862) 412-8862
NotebookSEC #801-134279
Total AUM
$187.7M
Employees
2
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
49 US HIGHWAY ROUTE 202
SUITE 13A, OFFICE #8
FAR HILLS
NJ 07931
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(862) 412-8862
Other Offices
1

ReceiptFinancials

Total AUM
$187.7M
Accounts
273
Discretionary
$187.7M
Accounts
273
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$5.4M
HNW Individual Clients
45
AUM
$176.3M
Corporation or Business Clients
1
AUM
$264
Other Clients
2
AUM
$6M
Description of Other Clients
IRREVOCABLE TRUSTS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNYPATX

HandshakeAffiliates

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

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