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CTR FINANCIAL GROUP LLC
CTR FINANCIAL GROUP LLC
SUMMIT, New Jersey
·
3 registered advisors
·
CRD# 128764
SEC# 801-63144
908-277-2350
01
Firm Overview
AUM
$76M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at CTR FINANCIAL GROUP LLC
3 registered advisors
James Robert Tonelli
SUMMIT, New Jersey
CRD# 3254635
Michael Evan Rosenberg
SUMMIT, New Jersey
CRD# 3254616
William Stephen Crane
SUMMIT, New Jersey
CRD# 3254620
05
Office Locations
SUMMIT, New Jersey
3 advisors
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Data sourced from SEC Form ADV filings. CTR FINANCIAL GROUP LLC (CRD# 128764) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.