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OLIVER LUXXE ASSETS LLC
17 Mendham Road
Suite 200
Gladstone, New Jersey 07934
Tel: 908-741-4884
About OLIVER LUXXE ASSETS LLC
OLIVER LUXXE ASSETS LLC, formally registered with the SEC as OLIVER LUXXE ASSETS LLC. The firm was established in 11/18/2013. They have over 2 offices throughout the country.
OLIVER LUXXE ASSETS LLC is a Gladstone, New Jersey based Financial Planning firm with nearly $864,222,900 assets under management, offering retirement planning & investment advisory services to 1554 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169588 |
| SEC# | 801-78786 |
| Assets Managed by Firm | $864,222,900 |
| No. of Clients | 1554 |
| No. of Advisors | 9 |
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 pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1554 | $864,222,900 |
| Individuals (other than high net worth individuals) | 110 | $27,285,207 |
| High net worth individuals | 308 | $701,122,261 |
| Pension and profit sharing plans | 12 | $44,141,216 |
| Charitable organizations | 2 | $6,300,831 |
| Corporations or other businesses | 5 | $10,407,976 |
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