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Building 21932 INVESTMENT MANAGEMENT

Map pinNEWARK, NJ
Phone800-355-2583
NotebookSEC #801-134385
Total AUM
$4.6B
Employees
6
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 PENN PLAZA EAST
NEWARK
NJ 07105
United States
Operating Hours
8:00 AM -5:00 PM
Monday - Friday
Phone
800-355-2583

ReceiptFinancials

Total AUM
$4.6B
Accounts
7
Discretionary
$4.6B
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
1
AUM
$212.6M
Charitable Organization Clients
1
AUM
$88.3M
Insurance Company Clients
5
AUM
$4.3B

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJ

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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