1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HARVEY MERSON

Map pin
Phone908-444-8555
NotebookSEC #801-70913
Total AUM
$72.2M
Employees
1
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM-8:00PM
Monday - Friday
Phone
908-444-8555

ReceiptFinancials

Total AUM
$72.2M
Accounts
140
Discretionary
$0
Accounts
0
Non-Discretionary
$72.2M
Accounts
140

ContactClients

View more in analytics →

Individual Clients
117
AUM
$40.5M
HNW Individual Clients
23
AUM
$31.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJ

HandshakeAffiliates

View all affiliates →

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

Feature requires an account