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Building 2BENEFIT SOURCES & SOLUTIONS

Map pinBOUND BROOK, NJ
Phone732-560-1010
NotebookSEC #801-66087
Total AUM
$23.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1952 ROUTE 22 EAST
BOUND BROOK
NJ 08805
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
732-560-1010

ReceiptFinancials

Total AUM
$23.6M
Accounts
86
Discretionary
$23.6M
Accounts
86
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
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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