TARGETED FINANCIAL SERVICES, LLC

NEPTUNE CITY, New Jersey·4 registered advisors·CRD# 129049
SEC# 801-625421732-750-9880
01

Firm Overview

AUM
$283M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TARGETED FINANCIAL SERVICES, LLC

4 registered advisors
Alan Rubin
NEPTUNE CITY, New Jersey
James Charles Payne Jr
NEPTUNE CITY, New Jersey
Jonathan Israel Green
HOLMDEL, New Jersey
Ofer Ephraim Gabbay
HOLMDEL, New Jersey
05

Office Locations

HOLMDEL, New Jersey
2 advisors
NEPTUNE CITY, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. TARGETED FINANCIAL SERVICES, LLC (CRD# 129049) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.