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Roland Daniel Eberhard

BASEL ASSET MANAGEMENT, LLC·JERSEY CITY, New Jersey
Unclaimed Profile
525 WASHINGTON BLVD., JERSEY CITY, NJ 07310-1606CRD# 4493380Firm CRD# 135077
01

About

Roland Daniel Eberhard is a registered financial advisor based in JERSEY CITY, New Jersey, affiliated with BASEL ASSET MANAGEMENT, 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
BASEL ASSET MANAGEMENT, LLC
BASEL ASSET MANAGEMENT, LLC
AUM
$399M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BASEL ASSET MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4493380
Firm CRD# 135077
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roland Daniel Eberhard offer?
Roland Daniel Eberhard specializes in Retirement Planning, Wealth Management. Contact their office in JERSEY CITY, New Jersey for a consultation.
What are Roland Daniel Eberhard's credentials?
Roland Daniel Eberhard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roland Daniel Eberhard located?
Roland Daniel Eberhard is based in JERSEY CITY, New Jersey, working with BASEL ASSET MANAGEMENT, LLC. Their office serves clients in the JERSEY CITY metropolitan area and surrounding communities.
How does Roland Daniel Eberhard charge for services?
Roland Daniel Eberhard's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BASEL ASSET MANAGEMENT, LLC?
BASEL ASSET MANAGEMENT, LLC has approximately 8 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in JERSEY CITY
Blakely Chapman Page — GLOVISTA INVESTMENTS ASSET MANAGEMENT LLCThomas A Cappello — MANAGED ACCOUNT ADVISORS LLCAda Mahon — MANAGED ACCOUNT ADVISORS LLCJoseph Michael Mcgill — LORD, ABBETT & CO. LLCChristopher Thomas Schaper — ALPHACAT CAPITAL INC.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)RED BANK (136)MORRISTOWN (119)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideRED BANK GuideMORRISTOWN Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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