RALPH S. MARGEL & ASSOCIATES, LLC

MARGEL WEALTH MANAGEMENT
PARAMUS, New Jersey·1 registered advisor·CRD# 107430
SEC# 801-779070201-843-0088
01

Firm Overview

AUM
$105M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RALPH S. MARGEL & ASSOCIATES, LLC

1 registered advisor
Ralph Sandy Margel
PARAMUS, New Jersey
05

Office Locations

PARAMUS, New Jersey
1 advisor

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Data sourced from SEC Form ADV filings. RALPH S. MARGEL & ASSOCIATES, LLC (CRD# 107430) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.