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KOLINSKY WEALTH MANAGEMENT, LLC
KOLINSKY WEALTH MANAGEMENT, LLC
RAMSEY, New Jersey
·
3 registered advisors
·
CRD# 153763
SEC# 801-71410
0
201-474-4011
01
Firm Overview
AUM
$401M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at KOLINSKY WEALTH MANAGEMENT, LLC
3 registered advisors
Chad Kolinsky
RAMSEY, New Jersey
CRD# 6414638
Jason M Kolinsky
RAMSEY, New Jersey
CRD# 5569547
Steven Ira Kolinsky
RAMSEY, New Jersey
CRD# 1090913
05
Office Locations
RAMSEY, New Jersey
3 advisors
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Data sourced from SEC Form ADV filings. KOLINSKY WEALTH MANAGEMENT, LLC (CRD# 153763) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.