|
Targeted Financial Services LLC
✚
|
|
|---|---|
| CRD # | 129049 |
| SEC # | 801-62542 |
| CIK # | |
| AUM | $397.1 MM (100% Disc, 100% US) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Phone | 732-750-9880 |
| Address | 960 Holmdel Road Holmdel, NJ 07733 |
| Source |
IAPD
Website
|
| Total AUM ($BB) |
|---|
| Limited Partners | 2011 - 2019 |
|---|---|
| Teachers' Retirement System of the City of New York |
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|---|---|---|
|
David M Lee PC
✚
|
TX | 0.4 |
|
Investec Asset Management BVI Ltd
✚
|
0.4 |
|
|
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|
CA | 0.4 |
|
Forstrong Global Asset Management Inc
✚
|
0.4 |
|
|
Ferrell Wealth Management Inc
✚
|
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|
Global View Capital Management Ltd
✚
|
WI | 0.4 |
|
Northeast Advisers Inc
✚
|
PA | 0.4 |
|
Fiduciary Advisory & Management Co Inc
✚
|
TX | 0.4 |
|
MuniCrest Investment Management Company LLC
✚
|
MA | 0.4 |
|
Focus Investment Advisors Inc
✚
|
CA | 0.4 |