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VOLARIS CAPITAL MANAGEMENT LLC
830 Morris Turnpike
Office 464
Short Hills, New Jersey 07078
Tel: 973-985-7128
About VOLARIS CAPITAL MANAGEMENT LLC
VOLARIS CAPITAL MANAGEMENT LLC, formally registered with the SEC as VOLARIS CAPITAL MANAGEMENT LLC. The firm was established in 01/25/2017. They have over 1 offices throughout the country.
VOLARIS CAPITAL MANAGEMENT LLC is a Short Hills, New Jersey based Financial Planning firm with nearly $229,200,000 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286219 |
| SEC# | 801-108973 |
| Assets Managed by Firm | $229,200,000 |
| No. of Clients | 17 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 17 | $229,200,000 |
| High net worth individuals | 17 | $229,200,000 |
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