Top financial advisors in Mahwah, NJ
We've curated a list of the best financial advisors in Mahwah, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $334,887,667 Number of advisors 5 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 Mahwah, 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.
Cre Venture Capital, Inc.
CRE Venture Capital, Inc. is a financial advisor firm based in Franklin Lakes, New Jersey, established in April 2015. The firm specializes in providing investment advice to venture capital funds primarily in the technology sector with a focus on Africa. They offer discretionary investment management services to affiliated venture capital funds, involving investigating, evaluating, structuring, and managing investments. As of December 2024, CRE had approximately $406,475,069 in discretionary assets under management. For compensation, CRE typically receives a management fee based on a percentage of total capital commitments to the funds, with fees varying by fund size and structure. The firm may also receive carried interest distributions based on a Fund's net profits. CRE may waive fees and distributions on a case-by-case basis. Clients are generally exclusive to funds that meet specific criteria under the Investment Company Act of 1940. Investment strategies involve significant risk, focusing on technology companies leveraged to Africa. Risks include lack of diversification, lack of liquidity, early-stage investments, and exposure to emerging markets. CRE emphasizes fair treatment of all clients and mitigates conflicts of interest related to carried interest distributions. CRE has custody over funds' cash and marketable securities and provides discretionary investment advisory services. The firm's proxy voting policies ensure votes are in clients' best interests. CRE has no financial commitments impairing its ability to meet obligations. For more details, clients can access additional information on the SEC's website.
$334,887,667 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
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 Mahwah, 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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