Unclaimed Profile

Martin Douglas Sass

CLADRIUS PARTNERS LLC·MONTVALE, New Jersey

Clean recordCLADRIUS PARTNERS LLC

MONTVALE BUSINESS CENTER, MONTVALE, NJ 07645CRD# 411144Firm CRD# 311065

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Martin Douglas Sass · MONTVALE, NJ

Registration

CRD #411144 · CLADRIUS PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Martin Douglas Sass is a registered financial advisor based in MONTVALE, New Jersey, affiliated with CLADRIUS PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CLADRIUS PARTNERS LLC

AUM

$211M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at CLADRIUS PARTNERS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 411144

Firm CRD# 311065

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Martin Douglas Sass offer?

Martin Douglas Sass specializes in Retirement Planning. Contact their office in MONTVALE, New Jersey for a consultation.

What are Martin Douglas Sass's credentials?

Martin Douglas Sass is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Martin Douglas Sass located?

Martin Douglas Sass is based in MONTVALE, New Jersey, working with CLADRIUS PARTNERS LLC. Their office serves clients in the MONTVALE metropolitan area and surrounding communities.

How does Martin Douglas Sass charge for services?

Martin Douglas Sass'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 CLADRIUS PARTNERS LLC?

CLADRIUS PARTNERS LLC is a registered investment adviser with the SEC, managing $211M in regulatory assets under management. See their Form ADV for full details.

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