Overview
Assets Under Management: $936 million
Headquarters: MOUNT OLIVE, NJ
High-Net-Worth Clients: 248
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 248
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,956
Discretionary Accounts: 828
Non-Discretionary Accounts: 1,128
Regulatory Filings
CRD Number: 154623
Last Filing Date: 2025-01-09 00:00:00
Website: https://blackcoralfa.com