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Building 2EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

Map pinISELIN, NJ
Phone908-429-0025
NotebookSEC #801-69518
Total AUM
$1.3B
Employees
29
Clients
695

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 WOOD AVENUE SOUTH
SUITE 110
ISELIN
NJ 08830
United States
Operating Hours
9A.M. TO 5P.M.
Monday - Friday
Phone
908-429-0025
Other Offices
7

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,146
Discretionary
$1.3B
Accounts
2,131
Non-Discretionary
$19.2M
Accounts
15

ContactClients

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Individual Clients
422
AUM
$133.6M
HNW Individual Clients
259
AUM
$1.2B
Pension/Profit Sharing Plan Clients
13
AUM
$13.9M
Charitable Organization Clients
1
AUM
$1.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMDMNNCNHNJNYPASCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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