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Home > Retirement Planners > new jersey > plainsboro > SNC WEALTH MANAGEMENT LLC
SNC WEALTH MANAGEMENT LLC
25 Sullivan Street
Plainsboro, New Jersey 08536
Tel: 908-510-3072
About SNC WEALTH MANAGEMENT LLC
SNC WEALTH MANAGEMENT LLC, formally registered with the SEC as SNC WEALTH MANAGEMENT LLC. The firm was established in 03/11/2022. They have over 1 offices throughout the country.
SNC WEALTH MANAGEMENT LLC is a Plainsboro, New Jersey based Financial Planning firm with nearly $12,232,105 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317066 |
| SEC# | 801-123432 |
| Assets Managed by Firm | $12,232,105 |
| No. of Clients | 19 |
| No. of Advisors | 2 |
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 | 19 | $12,232,105 |
| Individuals (other than high net worth individuals) | 16 | $7,896,404 |
| High net worth individuals | 3 | $4,335,701 |
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