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Home > Retirement Planners > new jersey > montvale > SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
85 Chestnut Ridge Road
Suite 201
Montvale, New Jersey 07645
Tel: 201-505-1100
About SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC, formally registered with the SEC as SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC. The firm was established in 09/04/2018. They have over 2 offices throughout the country.
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC is a Montvale, New Jersey based Financial Planning firm with nearly $332,619,634 assets under management, offering retirement planning & investment advisory services to 903 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298315 |
| SEC# | 801-113932 |
| Assets Managed by Firm | $332,619,634 |
| No. of Clients | 903 |
| No. of Advisors | 7 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 903 | $332,619,634 |
| Individuals (other than high net worth individuals) | 316 | $99,662,544 |
| High net worth individuals | 93 | $227,702,362 |
| Pension and profit sharing plans | 4 | $4,502,408 |
| Corporations or other businesses | 5 | $752,320 |
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