Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
25 advisors
Number of Clients
1,330,770 clients
Average Client Portfolio
$624K average
Assets Under Management
$829.7B

Fee Structure

Financial Planning:Investment management only

You'll pay an annual fee based on your portfolio size. Contact us at 877.444.0916 if you have any questions.

Areas of Practice
Investment Management
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Advisor Information

Office location

101 Hudson Street, Jersey City, NJ, 07302

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2016
Final
Financial
August 2016
Final
Employment History
Current Registrations
Managed Account Advisors LLC
July 2017 - Present · 8 yrs 6 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.