MODERA WEALTH MANAGEMENT, LLC - Financial Advisor in New Jersey, Westwood

Tel: (201) 768-4600 56 Jefferson Avenue Westwood, New Jersey 07675

About MODERA WEALTH MANAGEMENT, LLC

MODERA WEALTH MANAGEMENT, LLC is a Westwood, New Jersey based financial advisory firm with nearly $12,532,443,204 in assets under management and provides investment advisory services for 18992 clients. There are currently 200 financial advisors at the firm.

General Information

Firm CRD#:

155649

Firm SEC#:

801-71973

Assets Under Management:

$12,532,443,204

No. of Clients:

18992

No. of Advisors:

200

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in New Jersey, Westwood

FirmCRD#:290427

SEC#:801-112236

No. of Advisors:39

No. of Clients:4733

AUM:$799,559,515

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

FORTIS GROUP ADVISORS LLC

290427

801-112236

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