GITTERMAN WEALTH MANAGEMENT, LLC

379 Thornall Street
6th Floor
Edison, New Jersey 08837
Tel: 848-248-4405

About GITTERMAN WEALTH MANAGEMENT, LLC

GITTERMAN WEALTH MANAGEMENT, LLC, formally registered with the SEC as GITTERMAN WEALTH MANAGEMENT, LLC. The firm was established in 04/19/2010. They have over 1 offices throughout the country.

GITTERMAN WEALTH MANAGEMENT, LLC is a Edison, New Jersey based Financial Planning firm with nearly $624,665,782 assets under management, offering retirement planning & investment advisory services to 549 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153062
SEC#	801-71246
Assets Managed by Firm	$624,665,782
No. of Clients	549
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees

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
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	549	$624,665,782
Individuals (other than high net worth individuals)	349	$144,126,032
High net worth individuals	200	$480,539,750

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