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David Joseph Cottam

NATIONAL WEALTH MANAGEMENT, LLC·FLORHAM PARK, New Jersey
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26 COLUMBIA TURNPIKE, FLORHAM PARK, NJ 07932CRD# 2716994Firm CRD# 136346
01

About

David Joseph Cottam is a registered financial advisor based in FLORHAM PARK, New Jersey, affiliated with NATIONAL WEALTH MANAGEMENT, LLC. 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
KENSINGTON FINANCIAL ADVISORS LLC
KENSINGTON FINANCIAL ADVISORS LLC
AUM
$130M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KENSINGTON FINANCIAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2716994
Firm CRD# 136346
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Joseph Cottam offer?
David Joseph Cottam specializes in Financial Planning, Investment Management. Contact their office in FLORHAM PARK, New Jersey for a consultation.
What are David Joseph Cottam's credentials?
David Joseph Cottam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Joseph Cottam located?
David Joseph Cottam is based in FLORHAM PARK, New Jersey, working with NATIONAL WEALTH MANAGEMENT, LLC. Their office serves clients in the FLORHAM PARK metropolitan area and surrounding communities.
How does David Joseph Cottam charge for services?
David Joseph Cottam'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 NATIONAL WEALTH MANAGEMENT, LLC?
NATIONAL WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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