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Building 2GITTERMAN WEALTH MANAGEMENT, LLC

Map pinEDISON, NJ
Phone848-248-4405
NotebookSEC #801-71246
Total AUM
$666.1M
Employees
17
Clients
558

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
379 THORNALL STREET
6TH FLOOR
EDISON
NJ 08837
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
848-248-4405

ReceiptFinancials

Total AUM
$666.1M
Accounts
558
Discretionary
$666.1M
Accounts
558
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
337
AUM
$135.4M
HNW Individual Clients
221
AUM
$530.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMDNJNYPATX

HandshakeAffiliates

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

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