CFS INVESTMENT ADVISORY SERVICES LLC
Totowa, NJ
AUM
$2.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
973-826-8800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NJ, TOTOWA
5 advisers found
AURORA PRIVATE WEALTH, INC.
Totowa, NJ
AUM
$374.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-394-0404
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
Totowa, NJ
AUM
$77.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
973-394-0404
I-SQUARED WEALTH MANAGEMENT, INC.
Totowa, NJ
AUM
$62.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
914-522-4170
CAPITAL ALLOCATION MANAGEMENT, INC
Totowa, NJ
AUM
$118.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
973-812-9660
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