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Home > Retirement Planners > new jersey > woodcliff lake > 5C CAPITAL MANAGEMENT, LLC
5C CAPITAL MANAGEMENT, LLC
50 Tice Boulevard
Suite A32
Woodcliff Lake, New Jersey 07677
Tel: (347) 331-0648
About 5C CAPITAL MANAGEMENT, LLC
5C CAPITAL MANAGEMENT, LLC, formally registered with the SEC as 5C CAPITAL MANAGEMENT, LLC. The firm was established in 01/03/2017. They have over 3 offices throughout the country.
5C CAPITAL MANAGEMENT, LLC is a Woodcliff Lake, New Jersey based Financial Planning firm with nearly $525,000,000 assets under management, offering retirement planning & investment advisory services to 1645 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284213 |
| SEC# | 801-108825 |
| Assets Managed by Firm | $525,000,000 |
| No. of Clients | 1645 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1645 | $525,000,000 |
| Individuals (other than high net worth individuals) | 340 | $108,025,960 |
| High net worth individuals | 140 | $388,513,742 |
| Pension and profit sharing plans | 14 | $17,301,051 |
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|---|---|---|---|
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