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MCRAE CAPITAL MANAGEMENT INC.
230 Madison Avenue
Morristown, New Jersey 07960
Tel: 973-387-1080
About MCRAE CAPITAL MANAGEMENT INC.
MCRAE CAPITAL MANAGEMENT INC, formally registered with the SEC as MCRAE CAPITAL MANAGEMENT INC. The firm was established in 01/08/1981. They have over 1 offices throughout the country.
MCRAE CAPITAL MANAGEMENT INC. is a Morristown, New Jersey based Financial Planning firm with nearly $815,751,011 assets under management, offering retirement planning & investment advisory services to 842 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104567 |
| SEC# | 801-15717 |
| Assets Managed by Firm | $815,751,011 |
| No. of Clients | 842 |
| No. of Advisors | 8 |
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
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 842 | $815,751,011 |
| High net worth individuals | 751 | $681,801,998 |
| Pension and profit sharing plans | 60 | $46,042,123 |
| Charitable organizations | 21 | $74,223,826 |
| Corporations or other businesses | 7 | $13,683,064 |
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