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Building 2ACCESS WEALTH

Map pinEAST HANOVER, NJ
Phone973-740-2400
NotebookSEC #801-60406
Total AUM
$539.1M
Employees
6
Clients
373

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 EAGLE ROCK AVENUE
SUITE 230
EAST HANOVER
NJ 07936
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
973-740-2400

ReceiptFinancials

Total AUM
$539.1M
Accounts
1,009
Discretionary
$539.1M
Accounts
1,009
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
242
AUM
$89.4M
HNW Individual Clients
121
AUM
$436.6M
Pension/Profit Sharing Plan Clients
7
AUM
$7.4M
Charitable Organization Clients
1
AUM
$346.9K
Corporation or Business Clients
2
AUM
$5.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ACCOUNT AGGREGATION SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNCNJNYPASCVA

HandshakeAffiliates

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

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