EisnerAmper Wealth Management Corporate Benefits is an investment advisor in Iselin with $720.09 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
223655451
SEC advisor number
801-69518
FINRA CRD number
121863
AUM ?
$720.09 mm
(as of 19 Oct 22)
Accounts
1,464
(as of 19 Oct 22)
Employees
18
(8 investment advisory or research)
Address
EisnerAmper Wealth Management Corporate Benefits
111 WOOD AVE S.
SUITE 110
ISELIN
NJ 08830
111 WOOD AVE S.
SUITE 110
ISELIN
NJ 08830
Office hours
Monday - Friday, 9A.M. TO 5P.M.
Phone
908-429-0025
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Scudillo, Marc, L | Managing Director; Chief Compliance Officer | 11/2001 | 50-75% |
Eisner Advisory Group, LLC | Member | 08/2021 | 50-75% |
Pellegrino, Scott, Michael | Chief Operating Officer | 04/2018 | < 5% |
Wang, Steven, Shihyu | Chief Investment Officer | 05/2003 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Oct 22
13F-HR
Quarterly holdings report by institutional manager
1 Jul 22
13F-HR
Quarterly holdings report by institutional manager
1 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Jan 22
13F-HR
Quarterly holdings report by institutional manager
1 Oct 21