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Building 2FAMILY WEALTH PARTNERS LLC

Map pinMEDFORD, NJ
Phone609 975-8389
NotebookSEC #801-136248
Total AUM
$130.9M
Employees
2
Clients
222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
152 HIMMELEIN ROAD, SUITE 700
MEDFORD
NJ 08055
United States
Operating Hours
9-5
Monday - Friday
Phone
609 975-8389

ReceiptFinancials

Total AUM
$130.9M
Accounts
560
Discretionary
$130.2M
Accounts
559
Non-Discretionary
$737K
Accounts
1

ContactClients

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Individual Clients
181
AUM
$43.2M
HNW Individual Clients
41
AUM
$87.7M

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

None reported

HandshakeAffiliates

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

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