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Building 2MODERA WEALTH MANAGEMENT

Map pinWESTWOOD, NJ
Phone201-768-4600
NotebookSEC #801-22193
Total AUM
$469.5M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
56 JEFFERSON AVE
WESTWOOD
NJ 07675
United States
Operating Hours
9:00 A.M. - 5:30 P.M.
Monday - Friday
Phone
201-768-4600

ReceiptFinancials

Total AUM
$469.5M
Accounts
1,209
Discretionary
$468.4M
Accounts
1,198
Non-Discretionary
$1.2M
Accounts
11

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGANCNHNJNYTX

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

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