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Building 2CHRISTAKOS FINANCIAL GROUP, LLC

Map pinWESTFIELD, NJ
Phone908-654-4784
NotebookSEC #801-62753
Total AUM
$13.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
415 SOUTH AVENUE WEST
WESTFIELD
NJ 07090
USA
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
908-654-4784

ReceiptFinancials

Total AUM
$13.7M
Accounts
44
Discretionary
$12.5M
Accounts
42
Non-Discretionary
$1.2M
Accounts
2

ContactClients

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Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly 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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