Investment adviser · CRD 147557
CANDOR WEALTH ADVISORS LLC
Investment adviser filing (IA)
SUMMIT, NJ, United States · Form ADV filed Mar 27, 2015
- Regulatory AUM
- $226M Form ADV · Item 5.F
- Client accounts
- 484 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2015. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
129 SUMMIT AVENUESUMMIT, NJ, 07901, United States
CRD 147557
Filing source
Form ADV 866653 · Mar 27, 2015 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.