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Building 2HORIZON POINT WEALTH MANAGEMENT, LLC

Map pinLIVINGSTON, NJ
Phone973-251-2622
NotebookSEC #801-70294
Total AUM
$34.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
70 SOUTH ORANGE AVENUE
LIVINGSTON
NJ 07039
United States
Operating Hours
9:00AM - 5:00 PM
BY APPOINTMENT ONLY
Phone
973-251-2622

ReceiptFinancials

Total AUM
$34.6M
Accounts
189
Discretionary
$12.7M
Accounts
103
Non-Discretionary
$21.9M
Accounts
86

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 Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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

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