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Home > Retirement Planners > new jersey > madison > PREMIER PATH WEALTH PARTNERS, LLC
PREMIER PATH WEALTH PARTNERS, LLC
7 Giralda Farms
Suite 190
Madison, New Jersey 07940
Tel: 973-671-6530
About PREMIER PATH WEALTH PARTNERS, LLC
PREMIER PATH WEALTH PARTNERS, LLC, formally registered with the SEC as PREMIER PATH WEALTH PARTNERS, LLC. The firm was established in 04/21/2023. They have over 1 offices throughout the country.
PREMIER PATH WEALTH PARTNERS, LLC is a Madison, New Jersey based Financial Planning firm with nearly $814,470,813 assets under management, offering retirement planning & investment advisory services to 1622 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325300 |
| SEC# | 801-127703 |
| Assets Managed by Firm | $814,470,813 |
| No. of Clients | 1622 |
| No. of Advisors | 7 |
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 | 1622 | $814,470,813 |
| Individuals (other than high net worth individuals) | 97 | $18,978,504 |
| High net worth individuals | 529 | $756,666,599 |
| Pension and profit sharing plans | 6 | $14,777,749 |
| Charitable organizations | 4 | $17,084,280 |
| Corporations or other businesses | 12 | $6,963,681 |
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