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TRAPHAGEN FINANCIAL GROUP
TRAPHAGEN INVESTMENT ADVISORS LLC
CRD 107764 · SEC 801-56130
234 KINDERKAMACK RD, ORADELL, NJ, 07649, United States
Phone
201-262-1040
Fax
201-350-0090
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.28B
Discretionary AUM
$2.17B
Team
18 total employees; 16 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1361 | $254.1M |
| High net worth individuals | 561 | $1.82B |
| Pension/profit sharing plans | 110 | $198.4M |
| Charitable organizations | 6 | $4.5M |
States served
AZ, CA, CO, GA, IL, MD, MA, NJ, NY, NC, PA, SC, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD