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Stephen Mark Gross

STEPHEN M. GROSS, INC.·EDGEWATER, New Jersey
Unclaimed Profile
115 RIVER ROAD SUITE 1208: BUILDING 12, EDGEWATER, NJ 07020CRD# 1064697Firm CRD# 122725
01

About

Stephen Mark Gross is a registered financial advisor based in EDGEWATER, New Jersey, affiliated with STEPHEN M. GROSS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STEPHEN M. GROSS, INC.
STEPHEN M. GROSS, INC.
AUM
$68M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at STEPHEN M. GROSS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1064697
Firm CRD# 122725
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Mark Gross offer?
Stephen Mark Gross specializes in Financial Planning, Investment Management. Contact their office in EDGEWATER, New Jersey for a consultation.
What are Stephen Mark Gross's credentials?
Stephen Mark Gross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Mark Gross located?
Stephen Mark Gross is based in EDGEWATER, New Jersey, working with STEPHEN M. GROSS, INC.. Their office serves clients in the EDGEWATER metropolitan area and surrounding communities.
How does Stephen Mark Gross charge for services?
Stephen Mark Gross's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEPHEN M. GROSS, INC.?
STEPHEN M. GROSS, INC. has approximately 1 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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