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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Livingston, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Businesses
Portfolio 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.
Get matched with an advisorMethodology
To find the top financial advisors in Livingston, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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