KOLINSKY WEALTH MANAGEMENT, LLC

500 N. Franklin Turnpike
Suite 104
Ramsey, New Jersey 07446
Tel: 201-474-4011

About KOLINSKY WEALTH MANAGEMENT, LLC

KOLINSKY WEALTH MANAGEMENT, LLC, formally registered with the SEC as KOLINSKY WEALTH MANAGEMENT, LLC. The firm was established in 05/04/2010. They have over 1 offices throughout the country.

KOLINSKY WEALTH MANAGEMENT, LLC is a Ramsey, New Jersey based Financial Planning firm with nearly $401,299,372 assets under management, offering retirement planning & investment advisory services to 1298 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153763
SEC#	801-71410
Assets Managed by Firm	$401,299,372
No. of Clients	1298
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1298	$401,299,372
Individuals (other than high net worth individuals)	271	$60,659,354
High net worth individuals	113	$255,207,183
Pension and profit sharing plans	68	$55,758,264
Corporations or other businesses	Fewer than 5 clients	$29,674,571

More Retirement Planning firms in Ramsey, New Jersey:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PGIM, INC. 655 Broad St. Newark, NJ, 07102	$1,014,741,753,029	1021	1705
UBS FINANCIAL SERVICES INC. 1200 Harbor Boulevard Weehawken, NJ, 07086	$702,387,082,915	1093486	12701
MANAGED ACCOUNT ADVISORS LLC 101 Hudson Street Jersey City, NJ, 07302	$691,908,159,462	1840565	61
METLIFE INVESTMENT MANAGEMENT, LLC One Metlife Way Whippany, NJ, 07981	$499,516,358,508	637	925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483

Explore More Retirement Advisors in Ramsey, New Jersey

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.