KOLINSKY WEALTH MANAGEMENT, LLC

500 N. Franklin Turnpike
Suite 104
Ramsey, New Jersey 07446
Tel: 201-474-4011

About KOLINSKY WEALTH MANAGEMENT, LLC

KOLINSKY WEALTH MANAGEMENT, LLC, formally registered with the SEC as KOLINSKY WEALTH MANAGEMENT, LLC. The firm was established in 05/04/2010. They have over 1 offices throughout the country.

KOLINSKY WEALTH MANAGEMENT, LLC is a Ramsey, New Jersey based Financial Planning firm with nearly $401,299,372 assets under management, offering retirement planning & investment advisory services to 1298 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153763
SEC#	801-71410
Assets Managed by Firm	$401,299,372
No. of Clients	1298
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1298	$401,299,372
Individuals (other than high net worth individuals)	271	$60,659,354
High net worth individuals	113	$255,207,183
Pension and profit sharing plans	68	$55,758,264
Corporations or other businesses	Fewer than 5 clients	$29,674,571

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