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Building 2MILLSTONE FINANCIAL GROUP

Map pinPRINCETON, NJ
Phone732-385-8544
NotebookSEC #801-135605
Total AUM
$104.4M
Employees
9
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
902 CARNEGIE CENTER BLVD
SUITE 130
PRINCETON
NJ 08540
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
732-385-8544
Other Offices
2

ReceiptFinancials

Total AUM
$104.4M
Accounts
483
Discretionary
$101.5M
Accounts
466
Non-Discretionary
$3M
Accounts
17

ContactClients

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Individual Clients
230
AUM
$50.9M
HNW Individual Clients
67
AUM
$53.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNJNYSC

HandshakeAffiliates

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

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