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Home > Retirement Planners > new jersey > morristown > WASHINGTON CROSSING ADVISORS LLC
WASHINGTON CROSSING ADVISORS LLC
305 Madison Avenue
Suite 200
Morristown, New Jersey 07960
Tel: 973-549-4052
About WASHINGTON CROSSING ADVISORS LLC
WASHINGTON CROSSING ADVISORS LLC, formally registered with the SEC as WASHINGTON CROSSING ADVISORS LLC. The firm was established in 01/04/2017. They have over 3 offices throughout the country.
WASHINGTON CROSSING ADVISORS LLC is a Morristown, New Jersey based Financial Planning firm with nearly $1,944,104,234 assets under management, offering retirement planning & investment advisory services to 3243 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281511 |
| SEC# | 801-108807 |
| Assets Managed by Firm | $1,944,104,234 |
| No. of Clients | 3243 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
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 | 3243 | $1,944,104,234 |
| Individuals (other than high net worth individuals) | 3092 | $1,601,634,424 |
| High net worth individuals | 37 | $138,506,743 |
| Pension and profit sharing plans | 6 | $2,343,435 |
| Charitable organizations | 66 | $116,433,854 |
| Corporations or other businesses | 12 | $23,650,971 |
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