Overview
Assets Under Management: $1.1 billion
Headquarters: MADISON, NJ
High-Net-Worth Clients: 532
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 532
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.71
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,006
Discretionary Accounts: 1,006
Regulatory Filings
CRD Number: 325300
Filing ID: 1966113
Last Filing Date: 2025-03-28 13:08:00
Website: https://premierpath.com