Overview
Assets Under Management: $241 million
Headquarters: MONTVILLE, NJ
High-Net-Worth Clients: 58
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.23
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 699
Discretionary Accounts: 690
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 304236
Last Filing Date: 2024-04-05 00:00:00
Website: https://grwealthplan.com