Top financial advisors in Tenafly, NJ
We've curated a list of the best financial advisors in Tenafly, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $69,435,756 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 Tenafly, 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.
Goose Hollow Capital Management LLC
Goose Hollow Capital Management LLC is a Delaware limited partnership based in Tenafly, New Jersey, founded in 2020 and providing investment advisory services since January 2021. The firm specializes in separately managed accounts for institutional and high-net-worth clients, offering services such as private investment funds and family office investments. Goose Hollow exercises investment discretion over client accounts, focusing on macroeconomic views across various sectors like equity, fixed income, commodities, and currencies. The firm's investment strategies include identifying fundamental mispricings, sentiment analysis, and market themes and trends. Clients must meet a minimum investment of $50 million for new investments. Goose Hollow charges asset-based management fees and performance-based fees, with fees adjusted based on the time period of calculation. The firm also manages the Goose Hollow Tactical Allocation ETF, charging an annual advisory fee of 0.85%. Goose Hollow is a fiduciary acting in the best interests of clients and is registered as a Commodity Trading Advisor with the CFTC. The firm has no disciplinary events, offers investment discretion, and has policies in place to address conflicts of interest and ensure compliance with regulations. Clients receive regular statements from the custodian holding their assets, and Goose Hollow has full discretionary investment authority unless otherwise agreed with a client. The firm controls voting rights associated with client investments and has no financial commitments impairing its ability to meet obligations.
$69,435,756 under management
5 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 Investment Companies
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 Tenafly, 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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