EKS ASSOCIATES

601 Ewing Street
Suite A-7
Princeton, New Jersey 08540
Tel: 6099211016

About EKS ASSOCIATES

EKS ASSOCIATES, formally registered with the SEC as EKS ASSOCIATES. The firm was established in 08/26/2014. They have over 2 offices throughout the country.

EKS ASSOCIATES is a Princeton, New Jersey based Financial Planning firm with nearly $254,537,637 assets under management, offering retirement planning & investment advisory services to 283 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169687
SEC#	801-80182
Assets Managed by Firm	$254,537,637
No. of Clients	283
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	283	$254,537,637
High net worth individuals	48	$254,537,637

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