TEPP WEALTH MANAGEMENT - Financial Advisor in New Jersey, Westfield

Tel: 908-301-1200 208-210 Elmer Street Westfield, New Jersey 07090

About TEPP WEALTH MANAGEMENT

TEPP WEALTH MANAGEMENT is a Westfield, New Jersey based financial advisory firm with nearly $149,200,000 in assets under management and provides investment advisory services for 754 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

283899

Firm SEC#:

801-131621

Assets Under Management:

$149,200,000

No. of Clients:

754

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges

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Top Financial Advisory Firms in New Jersey, Westfield

FirmCRD#:113357

SEC#:801-60359

No. of Advisors:3

No. of Clients:157

AUM:$279,547,375

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

COVINGTON & ASSOCIATES, INC.

113357

801-60359

157

$279,547,375

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