Advisers in Fort Lee, NJ

3 advisers in Fort Lee — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Daceyholden Management, LLCOne Bridge Plaza North, Suite 675 · Fort Lee, NJ 07024 · (617) 921-7868 · % of assets managedCRD 283655 · % of assets, Performance-based fees · $22.2 million AUMState registeredNo commissions reported Palisade Capital Management, LP1 Bridge Plaza North, Suite 1095 · Fort Lee, NJ 07024 · (201) 585-7733 · Financial planningCRD 104581 · % of assets, Fixed fees, Performance-based fees · $3.9 billion AUMSEC registeredNo commissions reported Stewards Asset ManagementC/O Mirae Law; 400 Kelby St, #1802 · Fort Lee, NJ 07024 · (212) 542-0180 · Financial planningCRD 310524 · % of assets, Hourly charges, Fixed fees · $789,000 AUMState registeredNo commissions reported

Talking to advisers in Fort Lee? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.