Overview
Assets Under Management: $15.0 billion
Headquarters: PARSIPPANY, NJ
High-Net-Worth Clients: 1,730
Average Client Assets: $7 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,730
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.30
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 22,079
Discretionary Accounts: 12,710
Non-Discretionary Accounts: 9,369
Regulatory Filings
CRD Number: 299322
Filing ID: 2004657
Last Filing Date: 2025-07-23 08:37:00
Website: https://sfr1.com