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Building 2REVEL WEALTH MANAGEMENT

Map pinTEANECK, NJ
Phone316-518-3615
NotebookSEC #801-135462
Total AUM
$258.9M
Employees
2
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
62 WEST LAWN DRIVE
TEANECK
NJ 07666
United States
Operating Hours
8-5
Monday - Friday
Phone
316-518-3615

ReceiptFinancials

Total AUM
$258.9M
Accounts
102
Discretionary
$258.9M
Accounts
102
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
45
AUM
$7.3M
HNW Individual Clients
4
AUM
$251.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANJNYTX

HandshakeAffiliates

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

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