AdvisorOS Directory
Claim Profile
JW

James Vincent Wallerius

SYSTEMATIC FINANCIAL MANAGEMENT LP·TEANECK, New Jersey
Unclaimed Profile
300 FRANK W BURR BLVD, TEANECK, NJ 07666CRD# 1976241Firm CRD# 106146
01

About

James Vincent Wallerius is a registered financial advisor based in TEANECK, New Jersey, affiliated with SYSTEMATIC FINANCIAL MANAGEMENT LP. 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
03

Firm Overview

Firm
SYSTEMATIC FINANCIAL MANAGEMENT LP
SYSTEMATIC FINANCIAL MANAGEMENT LP
AUM
$3.4B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at SYSTEMATIC FINANCIAL MANAGEMENT LP →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1976241
Firm CRD# 106146
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TEANECK?

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

Browse TEANECK 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 James Vincent Wallerius offer?
James Vincent Wallerius specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in TEANECK, New Jersey for a consultation.
What are James Vincent Wallerius's credentials?
James Vincent Wallerius is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Vincent Wallerius located?
James Vincent Wallerius is based in TEANECK, New Jersey, working with SYSTEMATIC FINANCIAL MANAGEMENT LP. Their office serves clients in the TEANECK metropolitan area and surrounding communities.
How does James Vincent Wallerius charge for services?
James Vincent Wallerius'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 SYSTEMATIC FINANCIAL MANAGEMENT LP?
SYSTEMATIC FINANCIAL MANAGEMENT LP has approximately 18 employees and manages $3.4B 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 TEANECK
Sean Michael Reilly — HUDSON CAPITAL MANAGEMENT (NY), L.P.Neil Auerbach — HUDSON CAPITAL MANAGEMENT (NY), L.P.Ronald Matthew Mushock — SYSTEMATIC FINANCIAL MANAGEMENT LPKaren Elizabeth Kohler — SYSTEMATIC FINANCIAL MANAGEMENT LPJohn Anthony Cavalier — HUDSON CAPITAL MANAGEMENT (NY), L.P.
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