Overview
Assets Under Management: $280 million
Headquarters: RIDGEWOOD, NJ
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 458
Discretionary Accounts: 448
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 18826
Last Filing Date: 2025-02-18 00:00:00
Website: https://vaughanandco.com