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Building 2PERSONAL CFO SOLUTIONS LLC

Map pinCHESTER, NJ
Phone908-955-7055
NotebookSEC #801-74412
Total AUM
$1.6B
Employees
18
Clients
653

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
384 MAIN STREET
CHESTER
NJ 07930-2528
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
908-955-7055
Other Offices
1

ReceiptFinancials

Total AUM
$1.6B
Accounts
4,764
Discretionary
$1.6B
Accounts
4,764
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
237
AUM
$78.4M
HNW Individual Clients
387
AUM
$1.6B
Pension/Profit Sharing Plan Clients
12
AUM
$8.6M
Corporation or Business Clients
17
AUM
$5.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCDEFLGAIAIDILINKYMAMDMEMIMNMOMTNCNENHNJNMNVNYOHORPASCTNTXUTVAVTWAWI

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

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