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GITTERMAN WEALTH MANAGEMENT, LLC
GITTERMAN WEALTH MANAGEMENT, LLC
EDISON, New Jersey
·
5 registered advisors
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CRD# 153062
SEC# 801-71246
0
848-248-4405
01
Firm Overview
AUM
$625M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GITTERMAN WEALTH MANAGEMENT, LLC
5 registered advisors
David Irwin Katz
ISELIN, New Jersey
CRD# 2447527
Elias Stuart Rauch
EDISON, New Jersey
CRD# 4169179
Gary Dee Davis
EDISON, New Jersey
CRD# 2620005
Jeffrey Lewis Gitterman
EDISON, New Jersey
CRD# 1910332
Jennifer Anne Easley
ISELIN, New Jersey
CRD# 4688332
05
Office Locations
EDISON, New Jersey
3 advisors
ISELIN, New Jersey
2 advisors
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Data sourced from SEC Form ADV filings. GITTERMAN WEALTH MANAGEMENT, LLC (CRD# 153062) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.