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SYSTEM 2 ADVISORS, L.P.

47 Maple Street
303 A
Summit, New Jersey 07901
Tel: 908-608-8800

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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 StatusApproved
Firm CRD#164189
SEC#801-76820
Assets Managed by Firm$615,000,000
No. of Clients8
No. of Advisors6

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 ClientsAUM
Firm Total8$615,000,000

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