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Building 2MCRAE CAPITAL MANAGEMENT INC.

Map pinMORRISTOWN, NJ
Phone973-387-1080
NotebookSEC #801-15717
Total AUM
$795M
Employees
8
Clients
820

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
230 MADISON AVENUE
MORRISTOWN
NJ 07960
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
973-387-1080

ReceiptFinancials

Total AUM
$795M
Accounts
820
Discretionary
$795M
Accounts
820
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
736
AUM
$675.5M
Pension/Profit Sharing Plan Clients
56
AUM
$47.3M
Charitable Organization Clients
20
AUM
$67.8M
Corporation or Business Clients
8
AUM
$4.4M

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
CACTFLNHNJNYPATXUTVAVTWA

HandshakeAffiliates

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

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