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Home > Retirement Planners > new jersey > oradell > TRAPHAGEN FINANCIAL GROUP
TRAPHAGEN FINANCIAL GROUP
234 Kinderkamack Rd
Oradell, New Jersey 07649
Tel: 201-262-1040
About TRAPHAGEN FINANCIAL GROUP
TRAPHAGEN FINANCIAL GROUP, formally registered with the SEC as TRAPHAGEN FINANCIAL GROUP. The firm was established in 01/07/1999. They have over 1 offices throughout the country.
TRAPHAGEN FINANCIAL GROUP is a Oradell, New Jersey based Financial Planning firm with nearly $1,528,327,743 assets under management, offering retirement planning & investment advisory services to 1801 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107764 |
| SEC# | 801-56130 |
| Assets Managed by Firm | $1,528,327,743 |
| No. of Clients | 1801 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1801 | $1,528,327,743 |
| Individuals (other than high net worth individuals) | 1328 | $322,462,587 |
| High net worth individuals | 383 | $1,068,418,752 |
| Pension and profit sharing plans | 87 | $131,705,945 |
| Charitable organizations | 3 | $5,740,459 |
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