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Building 2FINANCIAL CONSULTANT GROUP, LLC

Map pinCHATHAM, NJ
Phone(973) 507-0700
NotebookSEC #801-68925
Total AUM
$28.4M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23 CENTER STREET
CHATHAM
NJ 09728
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(973) 507-0700

ReceiptFinancials

Total AUM
$28.4M
Accounts
91
Discretionary
$28.4M
Accounts
91
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
INVESTMENT ADVISORY SERVICES

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CACTFLMDNJNYTX

HandshakeAffiliates

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

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