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Dennis Mcpartlan

PRIVATE PORTFOLIO PARTNERS, LLC·PARAMUS, New Jersey
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461 FROM ROAD, PARAMUS, NJ 07652CRD# 4008681Firm CRD# 165616
01

About

Dennis Mcpartlan is a registered financial advisor based in PARAMUS, New Jersey, affiliated with PRIVATE PORTFOLIO PARTNERS, 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
03

Firm Overview

Firm
PRIVATE PORTFOLIO PARTNERS, LLC
PRIVATE PORTFOLIO PARTNERS, LLC
AUM
$900M
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at PRIVATE PORTFOLIO PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4008681
Firm CRD# 165616
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dennis Mcpartlan offer?
Dennis Mcpartlan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PARAMUS, New Jersey for a consultation.
What are Dennis Mcpartlan's credentials?
Dennis Mcpartlan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Mcpartlan located?
Dennis Mcpartlan is based in PARAMUS, New Jersey, working with PRIVATE PORTFOLIO PARTNERS, LLC. Their office serves clients in the PARAMUS metropolitan area and surrounding communities.
How does Dennis Mcpartlan charge for services?
Dennis Mcpartlan'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 PRIVATE PORTFOLIO PARTNERS, LLC?
PRIVATE PORTFOLIO PARTNERS, LLC has approximately 28 employees and manages $900M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PARAMUS
George Robert Kress — VALLEY WEALTH MANAGERS, INC.Richard Gaspare Dragotta — PRIVATE PORTFOLIO PARTNERS, LLCMichael Joseph Obrien — VALLEY WEALTH MANAGERS, INC.Karen Marie Demarco — STONEBRIDGE FINANCIAL INCRalph Sandy Margel — RALPH S. MARGEL & ASSOCIATES, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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