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Building 2ROTHSTEIN WEALTH MANAGEMENT, LLC

Map pinCHERRY HILL, NJ
Phone856-751-6272
NotebookSEC #801-70491
Total AUM
$1.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
218 BARCLAY PAVILION EAST
CHERRY HILL
NJ 08034-2137
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
856-751-6272

ReceiptFinancials

Total AUM
$1.5M
Accounts
5
Discretionary
$0
Accounts
0
Non-Discretionary
$1.5M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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