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TRADITION CAPITAL MANAGEMENT LLC
TRADITION CAPITAL MANAGEMENT LLC
SUMMIT, New Jersey
·
7 registered advisors
·
CRD# 113755
SEC# 801-58075
1
908-598-0909
01
Firm Overview
AUM
$612M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Other: FINANCIAL PLANNING & CONSULTING FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TRADITION CAPITAL MANAGEMENT LLC
7 registered advisors
Christopher Joseph Trompeter
SUMMIT, New Jersey
CRD# 2591353
Denis Michael Turko
SUMMIT, New Jersey
CRD# 4334260
Gregg Eric Bullwinkel
SUMMIT, New Jersey
CRD# 2670976
Joseph Staszkiw
SUMMIT, New Jersey
CRD# 1089164
Martin Francis Fetherston
SUMMIT, New Jersey
CRD# 5223822
Michael Claude Provine
SUMMIT, New Jersey
CRD# 4421863
Stephen Ely
SUMMIT, New Jersey
CRD# 200762
05
Office Locations
SUMMIT, New Jersey
7 advisors
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Data sourced from SEC Form ADV filings. TRADITION CAPITAL MANAGEMENT LLC (CRD# 113755) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.