PERSONAL CFO SOLUTIONS LLC - Financial Advisor in New Jersey, Chester

Tel: 908-955-7055 384 Main Street Chester, New Jersey 07930-2528

About PERSONAL CFO SOLUTIONS LLC

PERSONAL CFO SOLUTIONS LLC is a Chester, New Jersey based financial advisory firm with nearly $1,166,285,610 in assets under management and provides investment advisory services for 4056 clients. There are currently 17 financial advisors at the firm.

General Information

Firm CRD#:

158248

Firm SEC#:

801-74412

Assets Under Management:

$1,166,285,610

No. of Clients:

4056

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in New Jersey?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in New Jersey, Chester

FirmCRD#:108567

SEC#:801-56296

No. of Advisors:11

No. of Clients:552

AUM:$494,361,326

FirmCRD#:147111

SEC#:801-130139

No. of Advisors:2

No. of Clients:328

AUM:$173,312,368

FirmCRD#:317291

SEC#:801-129886

No. of Advisors:12

No. of Clients:670

AUM:$94,135,525

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

COVENANT ASSET MANAGEMENT, LLC

108567

801-56296

552

$494,361,326

HIGH POINT WEALTH MANAGEMENT, LLC

147111

801-130139

328

$173,312,368

THE WEALTH BOUTIQUE

317291

801-129886

670

$94,135,525

Explore More Financial Advisor Firms in Chester, New Jersey >>