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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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