Overview
Assets Under Management: $231 million
Headquarters: TINTON FALLS, NJ
High-Net-Worth Clients: 127
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.18
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 688
Discretionary Accounts: 685
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 129045
Last Filing Date: 2024-11-19 00:00:00
Website: https://mezzcpa.com