PETER J. NAGLE, R.I.A.
Total AUM
$3.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:30AM-4:30PM EST
Monday - Friday
Monday - Friday
Phone
732-319-0282
Financials
Total AUM
$3.5M
Accounts
25Discretionary
$3.5M
Accounts
25Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NJ
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.