TRADITION CAPITAL MANAGEMENT LLC

SUMMIT, New Jersey·3 registered advisors·CRD# 113755
SEC# 801-580751908-598-0909
01

Firm Overview

AUM
$612M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
3
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 PlanningInvestment ManagementWealth Management
04

Advisors at TRADITION CAPITAL MANAGEMENT LLC

3 registered advisors
Christopher Joseph Trompeter
SUMMIT, New Jersey
Gregg Eric Bullwinkel
SUMMIT, New Jersey
Michael Claude Provine
SUMMIT, New Jersey
05

Office Locations

SUMMIT, New Jersey
3 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.