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Building 2SKLOFF FINANCIAL GROUP

Map pin
Phone908-464-3060
NotebookSEC #801-134803
Total AUM
$114M
Employees
1
Clients
444

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
908-464-3060

ReceiptFinancials

Total AUM
$114M
Accounts
634
Discretionary
$114M
Accounts
634
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
416
AUM
$53.9M
HNW Individual Clients
28
AUM
$60.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMANHNJNYORPAWI

HandshakeAffiliates

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

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