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Building 2EKS ASSOCIATES

Map pinPRINCETON, NJ
Phone6099211016
NotebookSEC #801-80182
Total AUM
$324.3M
Employees
3
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 EWING STREET
SUITE A-7
PRINCETON
NJ 08540
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
6099211016
Other Offices
1

ReceiptFinancials

Total AUM
$324.3M
Accounts
267
Discretionary
$0
Accounts
0
Non-Discretionary
$324.3M
Accounts
267

ContactClients

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HNW Individual Clients
48
AUM
$324.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANJNYPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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