Top financial advisors in Livingston, NJ
We’ve curated a list of the best financial advisors in Livingston, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$206,613,652
Number of advisors
10 advisors
| $206,613,652 | 10 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Livingston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Livingston. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Credit Capital Investments
Credit Capital Investments, LLC is a fee-based investment management firm specializing in directional opportunities, long and short asset allocation strategies primarily in credit instruments globally. Established in 2006, the firm offers investment management services to private funds and separately managed accounts for individuals and businesses. The firm's principal owner and Chief Investment Officer is Varkki Chacko. Credit Capital Investments focuses on credit default swaps, debt securities, equities, and other derivative products. The firm may also engage in short selling, options trading, and investments in commodities, futures, and foreign exchange transactions. Clients have limited control over their investments, with the firm exercising discretionary trading authority. The minimum investment for separately managed accounts is $500,000. Fees are based on a percentage of assets under management and may include performance-based fees ranging from 10% to 20%. The firm acts as a fiduciary and has not been involved in any disciplinary events. Clients' portfolios are reviewed daily, and the firm votes proxies on behalf of clients. Credit Capital Investments does not have custody of separately managed account assets but does have custody of fund assets. The firm has a proxy voting policy and a code of ethics in place to ensure compliance and ethical conduct.
$206,613,652 under management
10 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Livingston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Livingston. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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