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Joseph P Okaly

NHWM LLC·CEDAR KNOLLS, New Jersey
Clean recordNHWM LLC
240 CEDAR KNOLLS RD SUITE 306, CEDAR KNOLLS, NJ 07927CRD# 5377082Firm CRD# 328155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph P Okaly · CEDAR KNOLLS, NJ
Registration
CRD #5377082 · NHWM LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph P Okaly is a registered financial advisor based in CEDAR KNOLLS, New Jersey, affiliated with NHWM LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NHWM LLC
NEW HORIZONS WEALTH MANAGEMENT
AUM
$151M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at NHWM LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5377082
Firm CRD# 328155
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph P Okaly offer?
Joseph P Okaly specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CEDAR KNOLLS, New Jersey for a consultation.
What are Joseph P Okaly's credentials?
Joseph P Okaly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph P Okaly located?
Joseph P Okaly is based in CEDAR KNOLLS, New Jersey, working with NHWM LLC. Their office serves clients in the CEDAR KNOLLS metropolitan area and surrounding communities.
How does Joseph P Okaly charge for services?
Joseph P Okaly'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 NHWM LLC?
NHWM LLC has approximately 10 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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