Overview
Assets Under Management: $1.0 billion
Headquarters: FAIR LAWN, NJ
High-Net-Worth Clients: 873
Average Client Assets: $589,435
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: 873
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.96
Average High-Net-Worth Client Assets: $589,435
Total Client Accounts: 2,855
Discretionary Accounts: 1,695
Non-Discretionary Accounts: 1,160
Regulatory Filings
CRD Number: 131534
Filing ID: 1966806
Last Filing Date: 2025-03-31 11:55:00
Website: https://nationwideplanning.com