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Building 2DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC

Map pinROSELAND, NJ
Phone973-226-6000
NotebookSEC #801-136395
Total AUM
$154.4M
Employees
6
Clients
364

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 EISENHOWER PKWY
SUITE 108
ROSELAND
NJ 07068
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
973-226-6000
Other Offices
1

ReceiptFinancials

Total AUM
$154.4M
Accounts
709
Discretionary
$154.4M
Accounts
709
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
325
AUM
$64.6M
HNW Individual Clients
39
AUM
$89.8M

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
NJTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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