1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

Map pinFAIRFIELD, NJ
Phone973-575-3444
NotebookSEC #801-69126
Total AUM
$1.7B
Employees
14
Clients
312

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 PASSAIC AVENUE
FAIRFIELD
NJ 07004
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
973-575-3444

ReceiptFinancials

Total AUM
$1.7B
Accounts
3,600
Discretionary
$1.3B
Accounts
2,100
Non-Discretionary
$402.6M
Accounts
1,500

ContactClients

View more in analytics →

Individual Clients
150
AUM
$250M
HNW Individual Clients
150
AUM
$1.3B
Pension/Profit Sharing Plan Clients
12
AUM
$78.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
BILL PAY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLMANCNHNJNYPASCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account