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Ofer Ephraim Gabbay

TARGETED FINANCIAL SERVICES, LLC·HOLMDEL, New Jersey
Clean recordTARGETED FINANCIAL SERVICES, LLC
960 HOLMDEL ROAD, HOLMDEL, NJ 07733CRD# 4160262Firm CRD# 129049

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ofer Ephraim Gabbay · HOLMDEL, NJ
Registration
CRD #4160262 · TARGETED FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ofer Ephraim Gabbay is a registered financial advisor based in HOLMDEL, New Jersey, affiliated with TARGETED FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TARGETED FINANCIAL SERVICES, LLC
TARGETED FINANCIAL SERVICES, LLC
AUM
$283M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TARGETED FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4160262
Firm CRD# 129049
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ofer Ephraim Gabbay offer?
Ofer Ephraim Gabbay specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLMDEL, New Jersey for a consultation.
What are Ofer Ephraim Gabbay's credentials?
Ofer Ephraim Gabbay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ofer Ephraim Gabbay located?
Ofer Ephraim Gabbay is based in HOLMDEL, New Jersey, working with TARGETED FINANCIAL SERVICES, LLC. Their office serves clients in the HOLMDEL metropolitan area and surrounding communities.
How does Ofer Ephraim Gabbay charge for services?
Ofer Ephraim Gabbay'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 TARGETED FINANCIAL SERVICES, LLC?
TARGETED FINANCIAL SERVICES, LLC has approximately 4 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TARGETED FINANCIAL SERVICES, LLC

James Charles Payne Jr
NEPTUNE CITY, NJ
Jonathan Israel Green
HOLMDEL, NJ
Alan Rubin
NEPTUNE CITY, NJ

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