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Building 2RUSHWALD, MARK STEVEN

Map pinTOMS RIVER, NJ
Phone732-505-4422
NotebookSEC #801-68883
Total AUM
$31M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 HOOPER AVENUE
SUITE 201
TOMS RIVER
NJ 08753
United States
Operating Hours
9:00AM - 4:30 PM
Monday - Friday
Phone
732-505-4422

ReceiptFinancials

Total AUM
$31M
Accounts
78
Discretionary
$28.5M
Accounts
69
Non-Discretionary
$2.5M
Accounts
9

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges 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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