Overview

Headquarters
Ridgewood, NJ
Total Firm Assets
$12.2 billion
Average High-Net-Worth Client Portfolio Size
$2.2 million

Clients

High-Net-Worth Share of Firm Assets
51.81%
Number of High-Net-Worth Clients
2,863
Total Client Accounts
18,140
Discretionary Accounts
18,140

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars

Regulatory Filings

SEC CRD Number
112266

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions