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| Eisneramper Wealth Management & Corporate Benefits LLC
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|---|---|
| CRD # | 121863 |
| SEC # | 801-69518 |
| CIK # | 0001624809 |
| AUM | $1.3 BB (2023-03-31) |
| Employees | 29 (62% Investors, 72% Brokers) |
| Phone | 908-429-0025 |
| Address | 111 Wood Avenue South Iselin, NJ 08830 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001624809 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 422 | 133.6 |
| (b) Individuals (high net worth individuals) | 259 | 1,196.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 13.9 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,146 | 1,345.5 |
| By Discretionary | ||
| Discretionary | 2,131 | 1,326.3 |
| Non-Discretionary | 15 | 19.2 |
| Total | 2,146 | 1,345.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,345.5 | |
| Total | 2,146 | 1,345.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001624809] |
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|---|---|---|
|
Retirement Resources Investment Corporation
✚
|
MA | 1.4 |
|
Silveroak Wealth Management LLC
✚
|
MN | 1.4 |
|
Guardian Wealth Advisors LLC
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NC | 1.4 |
|
Resonant Capital Advisors LLC
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WI | 1.3 |
|
CornerStone Management Inc
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GA | 1.3 |
|
Oak Associates Ltd
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|
OH | 1.3 |
|
DDD Partners LLC
✚
|
WA | 1.3 |
|
Landaas & Company
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|
WI | 1.3 |
|
Pinnacle Wealth Management Advisory Group LLC
✚
|
NJ | 1.3 |
|
36 North Capital Management LLC
✚
|
AR | 1.3 |