ACCESS WEALTH PLANNING, LLC

ACCESS WEALTH
EAST HANOVER, New Jersey·2 registered advisors·CRD# 112973
SEC# 801-604060973-740-2400
01

Firm Overview

AUM
$404M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ACCESS WEALTH PLANNING, LLC

2 registered advisors
Bruce Michael Milove
EAST HANOVER, New Jersey
Lawrence Zagarola
EAST HANOVER, New Jersey
05

Office Locations

EAST HANOVER, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. ACCESS WEALTH PLANNING, LLC (CRD# 112973) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.