Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new jersey > kingston > BYRNE ASSET MANAGEMENT, LLC
BYRNE ASSET MANAGEMENT, LLC
4420 Nj 27
Suite C 3
Kingston, New Jersey 08528
Tel: 609-497-1776
About BYRNE ASSET MANAGEMENT, LLC
BYRNE ASSET MANAGEMENT, LLC, formally registered with the SEC as BYRNE ASSET MANAGEMENT, LLC. The firm was established in 04/07/2003. They have over 1 offices throughout the country.
BYRNE ASSET MANAGEMENT, LLC is a Kingston, New Jersey based Financial Planning firm with nearly $216,411,304 assets under management, offering retirement planning & investment advisory services to 155 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125221 |
| SEC# | 801-61943 |
| Assets Managed by Firm | $216,411,304 |
| No. of Clients | 155 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 155 | $216,411,304 |
| High net worth individuals | 153 | $199,756,619 |
| Pension and profit sharing plans | 2 | $16,654,685 |
More Retirement Planning firms in Kingston, New Jersey:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,014,741,753,029 | 1021 | 1705 | |
| $702,387,082,915 | 1093486 | 12701 | |
| $691,908,159,462 | 1840565 | 61 | |
| $499,516,358,508 | 637 | 925 | |
| $458,191,510,749 | 46332 | 1483 |
Explore More Retirement Advisors in Kingston, New Jersey