Unclaimed Profile

Daniel Adam Shatz

COLUMN PARK ASSET MANAGEMENT, LP·WOODCLIFF LAKE, New Jersey

Clean recordCOLUMN PARK ASSET MANAGEMENT, LP

50 TICE BOULEVARD, WOODCLIFF LAKE, NJ 07677CRD# 4589063Firm CRD# 169730

Profile Verification

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

Identity

Daniel Adam Shatz · WOODCLIFF LAKE, NJ

Registration

CRD #4589063 · COLUMN PARK ASSET MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniel Adam Shatz is a registered financial advisor based in WOODCLIFF LAKE, New Jersey, affiliated with COLUMN PARK ASSET MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

COLUMN PARK ASSET MANAGEMENT, LP

AUM

$235M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COLUMN PARK ASSET MANAGEMENT, LP →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4589063

Firm CRD# 169730

View on FINRA BrokerCheck →

Looking for a financial advisor in WOODCLIFF LAKE?

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

Browse WOODCLIFF LAKE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel Adam Shatz offer?

Daniel Adam Shatz specializes in Retirement Planning, Wealth Management. Contact their office in WOODCLIFF LAKE, New Jersey for a consultation.

What are Daniel Adam Shatz's credentials?

Daniel Adam Shatz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Adam Shatz located?

Daniel Adam Shatz is based in WOODCLIFF LAKE, New Jersey, working with COLUMN PARK ASSET MANAGEMENT, LP. Their office serves clients in the WOODCLIFF LAKE metropolitan area and surrounding communities.

How does Daniel Adam Shatz charge for services?

Daniel Adam Shatz's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLUMN PARK ASSET MANAGEMENT, LP?

COLUMN PARK ASSET MANAGEMENT, LP has approximately 4 employees and manages $235M 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 →