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David Wolfson

STONEBRIDGE CAPITAL MANAGEMENT IX, L.L.C.·PARAMUS, New Jersey
Unclaimed Profile
52 FOREST AVENUE, PARAMUS, NJ 07652CRD# 5048534Firm CRD# 137097
01

About

David Wolfson is a registered financial advisor based in PARAMUS, New Jersey, affiliated with STONEBRIDGE CAPITAL MANAGEMENT IX, L.L.C.. 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
STONEBRIDGE CAPITAL MANAGEMENT IX, L.L.C.
STONEBRIDGE CAPITAL MANAGEMENT IX, L.L.C.
AUM
$2M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STONEBRIDGE CAPITAL MANAGEMENT IX, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5048534
Firm CRD# 137097
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Wolfson offer?
David Wolfson specializes in Financial Planning, Investment Management. Contact their office in PARAMUS, New Jersey for a consultation.
What are David Wolfson's credentials?
David Wolfson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Wolfson located?
David Wolfson is based in PARAMUS, New Jersey, working with STONEBRIDGE CAPITAL MANAGEMENT IX, L.L.C.. Their office serves clients in the PARAMUS metropolitan area and surrounding communities.
How does David Wolfson charge for services?
David Wolfson'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 STONEBRIDGE CAPITAL MANAGEMENT IX, L.L.C.?
STONEBRIDGE CAPITAL MANAGEMENT IX, L.L.C. has approximately 6 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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