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

Building 2TRAPHAGEN FINANCIAL GROUP

Map pinORADELL, NJ
Phone201-262-1040
NotebookSEC #801-56130
Total AUM
$2.3B
Employees
18
Clients
2,038

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
234 KINDERKAMACK RD
ORADELL
NJ 07649
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
201-262-1040

ReceiptFinancials

Total AUM
$2.3B
Accounts
2,038
Discretionary
$2.2B
Accounts
1,989
Non-Discretionary
$105.7M
Accounts
49

ContactClients

View more in analytics →

Individual Clients
1,361
AUM
$254.1M
HNW Individual Clients
561
AUM
$1.8B
Pension/Profit Sharing Plan Clients
110
AUM
$198.4M
Charitable Organization Clients
6
AUM
$4.5M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-Desist
State Registrations
AZCACOCTFLGAILMAMDNCNJNYPASCTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account