THE WEALTH BOUTIQUE - Financial Advisor in New Jersey, Chester

Tel: 908-955-0077 245 Main Street Suite 205 Chester, New Jersey 07930

About THE WEALTH BOUTIQUE

THE WEALTH BOUTIQUE is a Chester, New Jersey based financial advisory firm with nearly $94,135,525 in assets under management and provides investment advisory services for 670 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

317291

Firm SEC#:

801-129886

Assets Under Management:

$94,135,525

No. of Clients:

670

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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