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Building 2REEDMARK ADVISORS, LLC

Map pinSOMERVILLE, NJ
Phone908-300-5292
NotebookSEC #801-80791
Total AUM
$564.6M
Employees
12
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
92 EAST MAIN STREET
SUITE 203
SOMERVILLE
NJ 08876
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
908-300-5292

ReceiptFinancials

Total AUM
$564.6M
Accounts
77
Discretionary
$161.1M
Accounts
54
Non-Discretionary
$403.4M
Accounts
23

ContactClients

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Individual Clients
11
AUM
$2M
HNW Individual Clients
28
AUM
$78.1M
Pension/Profit Sharing Plan Clients
36
AUM
$475.3M
Charitable Organization Clients
2
AUM
$9.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
RETIREMENT PLAN ASSESSMENT SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNYOHPATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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