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Building 2MARGEL WEALTH MANAGEMENT

Map pinPARAMUS, NJ
Phone201-843-0088
NotebookSEC #801-77907
Total AUM
$104.8M
Employees
2
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28 FARVIEW TERRACE
PARAMUS
NJ 07652
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
201-843-0088

ReceiptFinancials

Total AUM
$104.8M
Accounts
74
Discretionary
$104.8M
Accounts
74
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
48
AUM
$21.9M
HNW Individual Clients
21
AUM
$78.3M
Pension/Profit Sharing Plan Clients
3
AUM
$2.7M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
1
AUM
$599.7K

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
NJTX

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

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