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Advisers in Woodcliff Lake, NJ

4 advisers in Woodcliff Lake — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Active Wealth Advisors577 Chestnut Ridge Road · Woodcliff Lake, NJ 07677 · (551) 502-2266 · % of assets managedCRD 336793 · % of assets · $75.4 million AUMSEC registeredNo commissions reportedKaspian Wealth Management172 Broadway, Front Bldg, Suite 102 · Woodcliff Lake, NJ 07677 · (201) 357-8600 · % of assets managedCRD 162028 · % of assets · $9.0 million AUMState registeredNo commissions reportedShamrock Financial Services50 Tice Blvd., #340 · Woodcliff Lake, NJ 07677 · (201) 250-1148 · Financial planningCRD 151857 · % of assets · $26.6 million AUMState registeredNo commissions reportedTandem Capital Management, INC.50 Tice Boulevard · Woodcliff Lake, NJ 07677 · (201) 822-0028 · Financial planningCRD 107856 · % of assets, Hourly charges, Fixed fees · $279.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Woodcliff Lake? 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.