Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new jersey > princeton > LANDSEER ADVISORS LLC
LANDSEER ADVISORS LLC
353 Nassau Street
Floor 2
Princeton, New Jersey 08540
Tel: 212-457-0902
About LANDSEER ADVISORS LLC
LANDSEER ADVISORS LLC, formally registered with the SEC as LANDSEER ADVISORS LLC. The firm was established in 08/14/2020. They have over 2 offices throughout the country.
LANDSEER ADVISORS LLC is a Princeton, New Jersey based Financial Planning firm with nearly $370,622,973 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309937 |
| SEC# | 801-119282 |
| Assets Managed by Firm | $370,622,973 |
| No. of Clients | 3 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $370,622,973 |
| Pension and profit sharing plans | 3 | $370,622,973 |
More Retirement Planning firms in Princeton, New Jersey:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,014,741,753,029 | 1021 | 1705 | |
| $702,387,082,915 | 1093486 | 12701 | |
| $691,908,159,462 | 1840565 | 61 | |
| $499,516,358,508 | 637 | 925 | |
| $458,191,510,749 | 46332 | 1483 |
Explore More Retirement Advisors in Princeton, New Jersey