ACCESS WEALTH
Tel: 973-740-2400 120 Eagle Rock Avenue Suite 230 East Hanover, New Jersey 07936
About ACCESS WEALTH
ACCESS WEALTH is a East Hanover, New Jersey based financial advisory firm with nearly $403,993,257 in assets under management and provides investment advisory services for 978 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
112973
Firm SEC#:
801-60406
Assets Under Management:
$403,993,257
No. of Clients:
978
No. of Advisors:
6
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ACCOUNT AGGREGATION SERVICES)
Fee Structure:
A percentage of AUM, Fixed fees
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