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

Building 2SICA WEALTH MANAGEMENT, LLC

Map pinMORRISTOWN, NJ
Phone973-975-0750
NotebookSEC #801-71359
Total AUM
$109.9M
Employees
5
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 COMMUNITY PLACE
STE 7
MORRISTOWN
NJ 07960
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
973-975-0750

ReceiptFinancials

Total AUM
$109.9M
Accounts
655
Discretionary
$101.1M
Accounts
628
Non-Discretionary
$8.7M
Accounts
27

ContactClients

View more in analytics →

Individual Clients
11
AUM
$3.3M
HNW Individual Clients
154
AUM
$95.2M
Pension/Profit Sharing Plan Clients
1
AUM
$198.6K
Corporation or Business Clients
20
AUM
$11.1M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CTFLLANJNY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account