1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ACCESS FINANCIAL PLANNING INC

Map pinCLIFTON, NJ
Phone973-472-7700
NotebookSEC #801-30620
Total AUM
$169.1M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1115 CLIFTON AVE
CLIFTON
NJ 07015
USA
Operating Hours
8:30 A.M. - 6:30 P.M.
Monday - Friday
Phone
973-472-7700

ReceiptFinancials

Total AUM
$169.1M
Accounts
595
Discretionary
$139.1M
Accounts
375
Non-Discretionary
$30M
Accounts
220

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNJNYPA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account