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

Building 2AEPG WEALTH STRATEGIES

Map pinWARREN, NJ
Phone908-757-5600
NotebookSEC #801-32089
Total AUM
$912.8M
Employees
15
Clients
560

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 INDEPENDENCE BLVD.
SUITE 102
WARREN
NJ 07059
United States
Operating Hours
9AM - 5 PM
Monday - Friday
Phone
908-757-5600

ReceiptFinancials

Total AUM
$912.8M
Accounts
1,704
Discretionary
$657.9M
Accounts
1,511
Non-Discretionary
$254.9M
Accounts
193

ContactClients

View more in analytics →

Individual Clients
272
AUM
$120.7M
HNW Individual Clients
194
AUM
$503M
Pension/Profit Sharing Plan Clients
90
AUM
$273.4M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
3
AUM
$14.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMANJNYPATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account