TRADITION CAPITAL MANAGEMENT LLC

SUMMIT, New Jersey·7 registered advisors·CRD# 113755
SEC# 801-580751908-598-0909
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 PlanningInvestment ManagementWealth Management
04

Advisors at TRADITION CAPITAL MANAGEMENT LLC

7 registered advisors
Christopher Joseph Trompeter
SUMMIT, New Jersey
Denis Michael Turko
SUMMIT, New Jersey
Gregg Eric Bullwinkel
SUMMIT, New Jersey
Joseph Staszkiw
SUMMIT, New Jersey
Martin Francis Fetherston
SUMMIT, New Jersey
Michael Claude Provine
SUMMIT, New Jersey
Stephen Ely
SUMMIT, New Jersey
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.