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Home > Retirement Planners > new jersey > somerville > REEDMARK ADVISORS, LLC
REEDMARK ADVISORS, LLC
92 East Main Street
Suite 203
Somerville, New Jersey 08876
Tel: 908-300-5292
About REEDMARK ADVISORS, LLC
REEDMARK ADVISORS, LLC, formally registered with the SEC as REEDMARK ADVISORS, LLC. The firm was established in 01/09/2015. They have over 1 offices throughout the country.
REEDMARK ADVISORS, LLC is a Somerville, New Jersey based Financial Planning firm with nearly $331,500,000 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173760 |
| SEC# | 801-80791 |
| Assets Managed by Firm | $331,500,000 |
| No. of Clients | 19 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (THIRD PARTY ADVISER FEE)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (RETIREMENT PLAN ASSESSMENT SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 19 | $331,500,000 |
| Pension and profit sharing plans | 18 | $329,100,000 |
| Charitable organizations | 1 | $2,400,000 |
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