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OLIVER LUXXE ASSETS LLC
OLIVER LUXXE ASSETS LLC
GLADSTONE, New Jersey
·
5 registered advisors
·
CRD# 169588
SEC# 801-78786
1
908-741-4884
01
Firm Overview
AUM
$694M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at OLIVER LUXXE ASSETS LLC
5 registered advisors
Brad David Jacobson
GLADSTONE, New Jersey
CRD# 2253013
James Richard Lynch
GLADSTONE, New Jersey
CRD# 1533141
Joseph Conrad Trucano
GLADSTONE, New Jersey
CRD# 5799231
Joseph Michael Sharma
GLADSTONE, New Jersey
CRD# 2686038
Laura Lee Flanagan
GLADSTONE, New Jersey
CRD# 6447979
05
Office Locations
GLADSTONE, New Jersey
5 advisors
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Data sourced from SEC Form ADV filings. OLIVER LUXXE ASSETS LLC (CRD# 169588) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.