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Building 2PALANTE WEALTH ADVISORS, LLC

Map pinPENNINGTON, NJ
Phone609-476-9269
NotebookSEC #801-135678
Total AUM
$115.5M
Employees
5
Clients
102

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
230 WEST DELAWARE AVENUE
PENNINGTON
NJ 08534
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
609-476-9269

ReceiptFinancials

Total AUM
$115.5M
Accounts
335
Discretionary
$115.5M
Accounts
335
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
68
AUM
$26.6M
HNW Individual Clients
34
AUM
$88.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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