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Building 2JM EGAN WEALTH ADVISORS, LLC

Map pinMADISON, NJ
Phone973-377-4700 EX 323
NotebookSEC #801-69374
Total AUM
$205M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 GREEN VILLAGE ROAD
MADISON
NJ 07940
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
973-377-4700 EX 323

ReceiptFinancials

Total AUM
$205M
Accounts
366
Discretionary
$205M
Accounts
366
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNHNJNYPATX

HandshakeAffiliates

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

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