AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.1 |
Non-Discretionary | $0.0 |
Total | $0.1 |
Client | AUM |
---|---|
Retail | $0.1 |
Pooled | $0.0 |
Institutional | $0.0 |
Total | $0.1 |
Retail | Accounts | AUM |
---|---|---|
Individual | 149 | $0.1 |
Average Individual AUM | $517,704 | |
HNW | 42 | $0.1 |
Average HNW AUM | $1,282,764 | |
Retail Total | 191 | $0.1 |
Average Retail AUM | $685,937 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|---|---|
CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.1 |
Retail SMA AUM | $0.1 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 4% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 6% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 88% | $0.1 |
Other Pools | 0% | $0.0 |
Cash | 2% | $0.0 |
Other | 0% | $0.0 |
Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
4 active representatives found
Name | City | State | Exams | Designations | |||||
---|---|---|---|---|---|---|---|---|---|
WILLIAM GALLAGHER | RED BANK | NJ | S63|2011-08-31|S66|2003-08-25 | CERTIFIED FINANCIAL PLANNER | |||||
MICHELA ZACHARCZYK | RED BANK | NJ | S65|2024-02-20 | ||||||
RYAN ZACHARCZYK | RED BANK | NJ | CERTIFIED FINANCIAL PLANNER | ||||||
GRACE GALLAGHER | RED BANK | NJ | S65|2024-02-17 |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $0.1 | $0.0 | 0% | 7 | 0 | 0% |
2024-04-02 | $0.1 | $0.0 | 0% | 3 | 4 | 133% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NJ, FL-06/21/2024, NC-06/21/2024, NJ-11/03/2023, NY-11/03/2023, TX-06/21/2024 |
ADVISER ACTIVITIES |
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV