Top financial advisors in Woodbridge, NJ

We’ve curated a list of the best financial advisors in Woodbridge, take a look at it below.

# Company Assets under management Number of advisors
1
Assets under management
$128,717,038
Number of advisors
5 advisors
$128,717,038 5 advisors
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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 Woodbridge, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Woodbridge. 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.

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.
  • Monimus Capital Management, Lp

    Monimus Capital Management, Lp is a financial advisory firm based in Woodbridge, New Jersey. It currently has approximately $128,717,038 of assets under management and employs about 5 people. Monimus Capital Management, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

    $128,717,038 under management

    5 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles
    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

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 Woodbridge, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Woodbridge. 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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