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Home > Retirement Planners > new jersey > parsippany > ACCRETIVE WEALTH PARTNERS, LLC
ACCRETIVE WEALTH PARTNERS, LLC
1 Gatehall Drive
Suite 207
Parsippany, New Jersey 07054
Tel: (973) 970-2627
About ACCRETIVE WEALTH PARTNERS, LLC
ACCRETIVE WEALTH PARTNERS, LLC, formally registered with the SEC as ACCRETIVE WEALTH PARTNERS, LLC. The firm was established in 12/10/2019. They have over 1 offices throughout the country.
ACCRETIVE WEALTH PARTNERS, LLC is a Parsippany, New Jersey based Financial Planning firm with nearly $323,242,329 assets under management, offering retirement planning & investment advisory services to 568 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299544 |
| SEC# | 801-117780 |
| Assets Managed by Firm | $323,242,329 |
| No. of Clients | 568 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 568 | $323,242,329 |
| Individuals (other than high net worth individuals) | 61 | $35,420,830 |
| High net worth individuals | 104 | $274,921,352 |
| Charitable organizations | Fewer than 5 clients | $601,083 |
| Corporations or other businesses | Fewer than 5 clients | $287,801 |
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|---|---|---|---|
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