Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers investment management, financial planning, family office, and retirement plan advisory services. The brochure does not include a specific AUM fee schedule. Financial planning is offered as a separate service. Clients should inquire directly about specific fees for services.
Areas of Practice
Advisor Information
Office location
851 Franklin Lake Road, Suite 103, Franklin Lakes, NJ, 07417
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Anthony is the president of the Anthony Marotti Memorial Scholarship Foundation and a board member of the Union College Fighting Dutchmen Gridiron Club, dedicating minimal time to each. He also works full-time as an Investment Advisor Representative (IAR) for Integrated Wealth Concepts, LLC, operating under the DBA Guarnieri Wealth Management.