Overview
Assets Under Management: $656 million
Headquarters: SUMMIT, NJ
High-Net-Worth Clients: 158
Average Client Assets: $3.2 million
Frequently Asked Questions
TRADITION CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113755), TRADITION CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
TRADITION CAPITAL MANAGEMENT LLC is headquartered in SUMMIT, NJ.
TRADITION CAPITAL MANAGEMENT LLC serves 158 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, TRADITION CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
TRADITION CAPITAL MANAGEMENT LLC manages $656 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, TRADITION CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 158
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.17%
Average Client Assets: $3.2 million
Total Client Accounts: 326
Discretionary Accounts: 320
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 113755
Filing ID: 1189012
Last Filing Date: 2018-03-29 12:27:00