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Building 2TRADITION CAPITAL MANAGEMENT LLC

Map pinSUMMIT, NJ
Phone908-598-0909
NotebookSEC #801-58075
Total AUM
$611.6M
Employees
20
Clients
319

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
129 SUMMIT AVENUE
SUMMIT
NJ 07901
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
908-598-0909
Other Offices
1

ReceiptFinancials

Total AUM
$611.6M
Accounts
322
Discretionary
$596M
Accounts
318
Non-Discretionary
$15.6M
Accounts
4

ContactClients

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Individual Clients
140
AUM
$52.1M
HNW Individual Clients
163
AUM
$465.7M
Pension/Profit Sharing Plan Clients
8
AUM
$14.3M
Charitable Organization Clients
6
AUM
$6.8M
Government Entity Clients
1
AUM
$67.8M
Corporation or Business Clients
1
AUM
$4.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PENSION & RETIREMENT PLANS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING & CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLMAMINCNJNYPATXVAVT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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