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Building 2OLIVER LUXXE ASSETS LLC

Map pinGLADSTONE, NJ
Phone908-741-4884
NotebookSEC #801-78786
Total AUM
$981.9M
Employees
9
Clients
463

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 LACKAWANNA AVE
SUITE 9
GLADSTONE
NJ 07934
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
908-741-4884
Other Offices
1

ReceiptFinancials

Total AUM
$981.9M
Accounts
1,609
Discretionary
$919.8M
Accounts
1,406
Non-Discretionary
$62.1M
Accounts
203

ContactClients

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Individual Clients
94
AUM
$32.3M
HNW Individual Clients
338
AUM
$801.7M
Pooled Vehicle Clients
1
AUM
$9.3M
Pension/Profit Sharing Plan Clients
24
AUM
$44.4M
Charitable Organization Clients
2
AUM
$13.3M
Government Entity Clients
1
AUM
$74M
Corporation or Business Clients
3
AUM
$6.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGAILMANHNJNVNYPATXVAVT

HandshakeAffiliates

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

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