Overview
Assets Under Management: $323 million
Headquarters: PARSIPPANY, NJ
High-Net-Worth Clients: 119
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 119
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 568
Discretionary Accounts: 507
Non-Discretionary Accounts: 61
Regulatory Filings
CRD Number: 299544
Last Filing Date: 2024-08-09 00:00:00
Website: https://accretivewealthpartners.com