Overview

Headquarters
Newark, NJ
Total Firm Assets
$6.9 billion
Average High-Net-Worth Client Portfolio Size
$0.8 million

Clients

High-Net-Worth Share of Firm Assets
96.97%
Number of High-Net-Worth Clients
8,531
Total Client Accounts
8,702
Discretionary Accounts
8,702

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
290235

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions