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Building 2SOVEREIGN BANK

Map pinMANCHESTER, NJ
Phone8007822684
NotebookSEC #801-61579
Total AUM
$519.7M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1900 ROUTE 70
MANCHESTER
NJ 08759
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
8007822684

ReceiptFinancials

Total AUM
$519.7M
Accounts
334
Discretionary
$439.6M
Accounts
277
Non-Discretionary
$80.1M
Accounts
57

ContactClients

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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