Unclaimed Profile

Steven Barry Kalafer

INTELLIGRATION LLC·SUMMIT, New Jersey

Clean recordINTELLIGRATION LLC

7 CEDAR STREET SUITE D, SUMMIT, NJ 07901CRD# 6861187Firm CRD# 290169

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Barry Kalafer · SUMMIT, NJ

Registration

CRD #6861187 · INTELLIGRATION LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steven Barry Kalafer is a registered financial advisor based in SUMMIT, New Jersey, affiliated with INTELLIGRATION LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

INTELLIGRATION LLC

AUM

$31M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INTELLIGRATION LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6861187

Firm CRD# 290169

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Frequently Asked Questions

What services does Steven Barry Kalafer offer?

Steven Barry Kalafer specializes in Retirement Planning. Contact their office in SUMMIT, New Jersey for a consultation.

What are Steven Barry Kalafer's credentials?

Steven Barry Kalafer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Barry Kalafer located?

Steven Barry Kalafer is based in SUMMIT, New Jersey, working with INTELLIGRATION LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.

How does Steven Barry Kalafer charge for services?

Steven Barry Kalafer'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 INTELLIGRATION LLC?

INTELLIGRATION LLC has approximately 9 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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