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Janice A Kioko

WILLOWBRIDGE ASSOCIATES INC.·PLAINSBORO, New Jersey
WILLOWBRIDGE ASSOCIATES INC.
101 MORGAN LANE, SUITE 180, PLAINSBORO, NJ 08536CRD# 1882285Firm CRD# 174159

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Janice A Kioko · PLAINSBORO, NJ
Registration
CRD #1882285 · WILLOWBRIDGE ASSOCIATES INC.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Janice A Kioko is a registered financial advisor based in PLAINSBORO, New Jersey, affiliated with WILLOWBRIDGE ASSOCIATES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WILLOWBRIDGE ASSOCIATES INC.
WILLOWBRIDGE ASSOCIATES INC.
AUM
$308M
Regulatory assets under management
Employees
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1882285
Firm CRD# 174159
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Janice A Kioko offer?
Janice A Kioko specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PLAINSBORO, New Jersey for a consultation.
What are Janice A Kioko's credentials?
Janice A Kioko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janice A Kioko located?
Janice A Kioko is based in PLAINSBORO, New Jersey, working with WILLOWBRIDGE ASSOCIATES INC.. Their office serves clients in the PLAINSBORO metropolitan area and surrounding communities.
How does Janice A Kioko charge for services?
Janice A Kioko'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 WILLOWBRIDGE ASSOCIATES INC.?
WILLOWBRIDGE ASSOCIATES INC. is a registered investment adviser with the SEC, managing $308M in regulatory assets under management. See their Form ADV for full details.
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