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SYSTEM 2 ADVISORS, L.P.
47 Maple Street
303 A
Summit, New Jersey 07901
Tel: 908-608-8800
About SYSTEM 2 ADVISORS, L.P.
SYSTEM 2 ADVISORS, LP, formally registered with the SEC as SYSTEM 2 ADVISORS, LP. The firm was established in 06/21/2012. They have over 1 offices throughout the country.
SYSTEM 2 ADVISORS, L.P. is a Summit, New Jersey based Financial Planning firm with nearly $615,000,000 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164189 |
| SEC# | 801-76820 |
| Assets Managed by Firm | $615,000,000 |
| No. of Clients | 8 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $615,000,000 |
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