Overview
Assets Under Management: $407 million
Headquarters: HOBOKEN, NJ
High-Net-Worth Clients: 75
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.42
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 279
Discretionary Accounts: 279
Regulatory Filings
CRD Number: 171541
Last Filing Date: 2025-01-28 00:00:00
Website: https://cherrydalewm.com