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Lucy Karongo

FIDELIS INVESTORS, LLC·CRANFORD, New Jersey
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25 COMMERCE DRIVE, SUITE 330, CRANFORD, NJ 07016CRD# 5349698Firm CRD# 306920
01

About

Lucy Karongo is a registered financial advisor based in CRANFORD, New Jersey, affiliated with FIDELIS INVESTORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FIDELIS INVESTORS, LLC
FIDELIS INVESTORS, LLC
AUM
$879M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at FIDELIS INVESTORS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5349698
Firm CRD# 306920
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lucy Karongo offer?
Lucy Karongo specializes in Retirement Planning, Wealth Management. Contact their office in CRANFORD, New Jersey for a consultation.
What are Lucy Karongo's credentials?
Lucy Karongo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lucy Karongo located?
Lucy Karongo is based in CRANFORD, New Jersey, working with FIDELIS INVESTORS, LLC. Their office serves clients in the CRANFORD metropolitan area and surrounding communities.
How does Lucy Karongo charge for services?
Lucy Karongo's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDELIS INVESTORS, LLC?
FIDELIS INVESTORS, LLC has approximately 13 employees and manages $879M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CRANFORD
Domenick Lobifaro — GDS FINANCIAL SERVICES INC.Gerard Iacovano — GDS FINANCIAL SERVICES INC.Randolph Christian Rogers — MERRION INVESTMENT MANAGEMENT CO, LLCDavid Edwin Erb — MERRION INVESTMENT MANAGEMENT CO, LLCSpiro Leunes — GDS 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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