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David Henry Bugen

REGENTATLANTIC CAPITAL, LLC·MORRISTOWN, New Jersey
Unclaimed Profile
1200 MOUNT KEMBLE AVE, MORRISTOWN, NJ 07960CRD# 34838Firm CRD# 105995
01

About

David Henry Bugen is a registered financial advisor based in MORRISTOWN, New Jersey, affiliated with REGENTATLANTIC CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
REGENTATLANTIC CAPITAL, LLC
REGENTATLANTIC
AUM
$6.2B
Regulatory assets under management
Employees
71
Total firm employees
View all advisors at REGENTATLANTIC CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 34838
Firm CRD# 105995
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Henry Bugen offer?
David Henry Bugen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MORRISTOWN, New Jersey for a consultation.
What are David Henry Bugen's credentials?
David Henry Bugen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Henry Bugen located?
David Henry Bugen is based in MORRISTOWN, New Jersey, working with REGENTATLANTIC CAPITAL, LLC. Their office serves clients in the MORRISTOWN metropolitan area and surrounding communities.
How does David Henry Bugen charge for services?
David Henry Bugen'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 REGENTATLANTIC CAPITAL, LLC?
REGENTATLANTIC CAPITAL, LLC has approximately 71 employees and manages $6.2B 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
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City Guides
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Research
Advisor Fees in New JerseyNational Fee Analysis
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