AdvisorOS Directory
Claim Profile
UP

Ursula Marlene Pannell

KAIJU ETF ADVISORS·RED BANK, New Jersey
Unclaimed Profile
157 BROAD STREET, RED BANK, NJ 07701CRD# 7597537Firm CRD# 321242
01

About

Ursula Marlene Pannell is a registered financial advisor based in RED BANK, New Jersey, affiliated with KAIJU ETF ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
KAIJU ETF ADVISORS
KAIJU ETF ADVISORS
AUM
$4M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at KAIJU ETF ADVISORS →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7597537
Firm CRD# 321242
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RED BANK?

Browse all registered financial advisors in RED BANK, New Jersey or claim this profile if it's yours.

Browse RED BANK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Ursula Marlene Pannell offer?
Ursula Marlene Pannell specializes in Investment Management, Fee-Only Advisory. Contact their office in RED BANK, New Jersey for a consultation.
What are Ursula Marlene Pannell's credentials?
Ursula Marlene Pannell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ursula Marlene Pannell located?
Ursula Marlene Pannell is based in RED BANK, New Jersey, working with KAIJU ETF ADVISORS. Their office serves clients in the RED BANK metropolitan area and surrounding communities.
How does Ursula Marlene Pannell charge for services?
Ursula Marlene Pannell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAIJU ETF ADVISORS?
KAIJU ETF ADVISORS has approximately 13 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in RED BANK
Allan John Proske — LPA TAURUS LLCScott Henry Sari — GARDEN STATE INVESTMENT ADVISORY SERVICES, LLCLouis Lucky Perrotto — GARDEN STATE INVESTMENT ADVISORY SERVICES, LLCRaymond Edward Ambrosino — GARDEN STATE INVESTMENT ADVISORY SERVICES, LLCRobert Barry Walsh — LIGHTHOUSE FINANCIAL ADVISORS, INC.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)MORRISTOWN (119)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideMORRISTOWN Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile