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James F Ferrare

PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC·RED BANK, New Jersey
Unclaimed Profile
47 RECKLESS PLACE, RED BANK, NJ 07701CRD# 1557895Firm CRD# 158332
01

About

James F Ferrare is a registered financial advisor based in RED BANK, New Jersey, affiliated with PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC. 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
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC
WITHUM WEALTH MANAGEMENT
AUM
$1.6B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1557895
Firm CRD# 158332
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James F Ferrare offer?
James F Ferrare specializes in Financial Planning, Investment Management. Contact their office in RED BANK, New Jersey for a consultation.
What are James F Ferrare's credentials?
James F Ferrare is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James F Ferrare located?
James F Ferrare is based in RED BANK, New Jersey, working with PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC. Their office serves clients in the RED BANK metropolitan area and surrounding communities.
How does James F Ferrare charge for services?
James F Ferrare'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 PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC?
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC has approximately 12 employees and manages $1.6B 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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