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Building 2CANDOR WEALTH ADVISORS LLC

Map pinSUMMIT, NJ
Phone908-277-1300
NotebookSEC #801-69415
Total AUM
$225.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
129 SUMMIT AVENUE
SUMMIT
NJ 07901
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
908-277-1300

ReceiptFinancials

Total AUM
$225.7M
Accounts
484
Discretionary
$214.7M
Accounts
470
Non-Discretionary
$11M
Accounts
14

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMINCNJNYPATX

HandshakeAffiliates

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

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