EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC
Total AUM
$1.3B
Employees
29Clients
695Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
111 WOOD AVENUE SOUTH
SUITE 110
ISELIN
NJ 08830
United States
SUITE 110
ISELIN
NJ 08830
United States
Operating Hours
9A.M. TO 5P.M.
Monday - Friday
Monday - Friday
Phone
908-429-0025
Other Offices
7
Financials
Total AUM
$1.3B
Accounts
2,146Discretionary
$1.3B
Accounts
2,131Non-Discretionary
$19.2M
Accounts
15
Clients
Individual Clients
422AUM
$133.6M
HNW Individual Clients
259AUM
$1.2B
Pension/Profit Sharing Plan Clients
13AUM
$13.9M
Charitable Organization Clients
1AUM
$1.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTFLMAMDMNNCNHNJNYPASCTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.