AdvisorOS Directory
Claim Profile
LH

Lisa Wolfson Hess

SKYTOP CAPITAL MANAGEMENT LLC·RUTHERFORD, New Jersey
Unclaimed Profile
301 ROUTE 17 NORTH, RUTHERFORD, NJ 07070CRD# 861873Firm CRD# 154935
01

About

Lisa Wolfson Hess is a registered financial advisor based in RUTHERFORD, New Jersey, affiliated with SKYTOP CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SKYTOP CAPITAL MANAGEMENT LLC
SKYTOP CAPITAL MANAGEMENT LLC
AUM
$186M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SKYTOP CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 861873
Firm CRD# 154935
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RUTHERFORD?

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

Browse RUTHERFORD 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 Lisa Wolfson Hess offer?
Lisa Wolfson Hess specializes in Retirement Planning. Contact their office in RUTHERFORD, New Jersey for a consultation.
What are Lisa Wolfson Hess's credentials?
Lisa Wolfson Hess is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Wolfson Hess located?
Lisa Wolfson Hess is based in RUTHERFORD, New Jersey, working with SKYTOP CAPITAL MANAGEMENT LLC. Their office serves clients in the RUTHERFORD metropolitan area and surrounding communities.
How does Lisa Wolfson Hess charge for services?
Lisa Wolfson Hess'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 SKYTOP CAPITAL MANAGEMENT LLC?
SKYTOP CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $186M 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 RUTHERFORD
Robert John Koltai — KOLTAI & COMPANY ADVISORS, LLCRachel Gitty Ney — KOLTAI & COMPANY ADVISORS, LLCDan Sobol — SKYTOP CAPITAL MANAGEMENT LLCPaul Wolfson — SKYTOP CAPITAL MANAGEMENT LLCHillel Kamionski — KOLTAI & COMPANY ADVISORS, 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile