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Building 2DEERVIEW ASSET MANAGEMENT

Map pin
Phone908-832-2504
NotebookSEC #801-72980
Total AUM
$55.4M
Employees
1
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM TO 5:00 PM
Monday - Friday
Phone
908-832-2504

ReceiptFinancials

Total AUM
$55.4M
Accounts
12
Discretionary
$55.4M
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$143.8K
HNW Individual Clients
6
AUM
$22M
Charitable Organization Clients
2
AUM
$33.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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