ZAIS GROUP
Holmdel, NJ
AUM
$5.26B
Wealth MgmtRetirementInstitutional
Team
19 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
732-530-3610
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NJ, HOLMDEL
5 advisers found
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC
Holmdel, NJ
AUM
$706.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM; Commissions
212-417-8247
HILLCREST WEALTH ADVISORS - NY, LLC
Holmdel, NJ
AUM
$390.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-837-4455
UNIQUE FINANCIAL ADVISORS LLC
Holmdel, NJ
AUM
$74.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(732)615-0380
INDOUSEQUITIES LLC
Holmdel, NJ
AUM
—
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
9177503683