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Marjorie Mantas

PENSION PARAMETERS FINANCIAL SERVICES, INC.·ABERDEEN, New Jersey
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675 LINE ROAD, ABERDEEN, NJ 07747CRD# 5151891Firm CRD# 110405
01

About

Marjorie Mantas is a registered financial advisor based in ABERDEEN, New Jersey, affiliated with PENSION PARAMETERS FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PENSION PARAMETERS FINANCIAL SERVICES, INC.
PENSION PARAMETERS FINANCIAL SERVICES, INC.
AUM
$77M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PENSION PARAMETERS FINANCIAL SERVICES, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5151891
Firm CRD# 110405
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marjorie Mantas offer?
Marjorie Mantas specializes in Investment Management, Fee-Only Advisory. Contact their office in ABERDEEN, New Jersey for a consultation.
What are Marjorie Mantas's credentials?
Marjorie Mantas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marjorie Mantas located?
Marjorie Mantas is based in ABERDEEN, New Jersey, working with PENSION PARAMETERS FINANCIAL SERVICES, INC.. Their office serves clients in the ABERDEEN metropolitan area and surrounding communities.
How does Marjorie Mantas charge for services?
Marjorie Mantas's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENSION PARAMETERS FINANCIAL SERVICES, INC.?
PENSION PARAMETERS FINANCIAL SERVICES, INC. has approximately 6 employees and manages $77M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ABERDEEN
Pauline Dana-Bashian — PENSION PARAMETERS FINANCIAL SERVICES, INC.Kevin Francis Mccormack — PENSION PARAMETERS FINANCIAL SERVICES, INC.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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