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Building 2M&R CAPITAL MANAGEMENT INC

Map pinSUMMIT, NJ
Phone212-584-8999
NotebookSEC #801-44950
Total AUM
$522.3M
Employees
6
Clients
513

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 UNION PLACE
3RD FLOOR
SUMMIT
NJ 07901
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
212-584-8999
Other Offices
1

ReceiptFinancials

Total AUM
$522.3M
Accounts
513
Discretionary
$491.9M
Accounts
497
Non-Discretionary
$30.4M
Accounts
16

ContactClients

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Individual Clients
177
AUM
$58M
HNW Individual Clients
324
AUM
$394.1M
Pension/Profit Sharing Plan Clients
2
AUM
$1.4M
Charitable Organization Clients
10
AUM
$68.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT SUPERVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGAILLAMANCNHNJNMNYOHOKPASCTXUTVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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