Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new jersey > summit > CONVERSANT CAPITAL LLC
CONVERSANT CAPITAL LLC
25 Deforest Avenue
Summit, New Jersey 07901
Tel: 908-466-5010
About CONVERSANT CAPITAL LLC
CONVERSANT CAPITAL LLC, formally registered with the SEC as CONVERSANT CAPITAL LLC. The firm was established in 11/17/2020. They have over 1 offices throughout the country.
CONVERSANT CAPITAL LLC is a Summit, New Jersey based Financial Planning firm with nearly $1,928,785,167 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 308201 |
| SEC# | 801-119816 |
| Assets Managed by Firm | $1,928,785,167 |
| No. of Clients | 11 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11 | $1,928,785,167 |
More Retirement Planning firms in Summit, 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 Summit, New Jersey