Overview
Assets Under Management: $1.3 billion
Headquarters: ISELIN, NJ
High-Net-Worth Clients: 259
Average Client Assets: $4.6 million
Frequently Asked Questions
EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121863), EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC is subject to fiduciary duty under federal law.
EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC is headquartered in ISELIN, NJ.
EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC serves 259 high-net-worth clients according to their SEC filing dated April 03, 2023. View client details ↓
According to their SEC Form ADV, EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC manages $1.3 billion in client assets according to their SEC filing dated April 03, 2023.
According to their SEC Form ADV, EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 259
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.90%
Average Client Assets: $4.6 million
Total Client Accounts: 2,146
Discretionary Accounts: 2,131
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 121863
Filing ID: 1749173
Last Filing Date: 2023-04-03 15:28:00