Top financial advisors in Woodcliff Lake, NJ
We’ve curated a list of the best financial advisors in Woodcliff Lake, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,762,957,000
Number of advisors
14 advisors
| $1,762,957,000 | 14 advisors | |
| 2 |
Assets under management
$356,998,494
Number of advisors
7 advisors
| $356,998,494 | 7 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 Woodcliff Lake, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Woodcliff Lake. 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.
Par-four Investment Management, LLC
Par-Four Investment Management, LLC, founded in August 2003 by Robert B. Burke, is an independent alternative asset manager specializing in providing investment advisory services to institutional investors and private investment funds. The firm's core investment strategy involves investing in leveraged loans on behalf of collateralized debt obligations (CLOs). Par-Four also has experience in investing in debt and equity securities across various capital structures. The firm may use leverage to enhance returns within regulatory limits and contractual constraints. Par-Four offers tailored services based on specific investment objectives and strategies, with a focus on CLOs and separately managed accounts. The firm does not participate in wrap fee programs and had approximately $1,762,957,000 of regulatory assets under management as of December 31, 2022, all on a discretionary basis. Par-Four's investment philosophy combines top-down industry reviews with bottom-up credit-intensive fundamental analysis to identify potential opportunities. The firm may engage in short sales, options trading, and investing in high yield, distressed, and special situation securities. Clients should be aware of the risks associated with investing, including inflation risk, bank loans, prepayment risk, high yield securities, distressed securities, and illiquid investments. Par-Four has a Code of Ethics in place to ensure fair and honest dealings with clients and to prevent the misuse of confidential information. The firm has discretion over client accounts, with the authority to determine securities to be bought and sold, subject to investment guidelines and restrictions. Par-Four may engage in cross transactions between client accounts, with a focus on treating clients fairly in the event of trade errors. The firm also has the authority to vote proxies related to client securities in the best interests of clients. Clients can request information on how Par-Four voted proxies and obtain a copy of the firm's proxy voting policies and procedures.
$1,762,957,000 under management
14 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles5c Capital Management, LLC
5C Capital Management, LLC is a Registered Investment Adviser with offices in Woodcliff Lake, New Jersey, White Plains, New York, and Westport, Connecticut. Established in 2024, the firm specializes in offering customized investment advisory services, including financial planning, investment management, and asset allocation. Acting as fiduciaries, they prioritize clients' interests and provide independent research-driven recommendations. The firm's investment philosophy focuses on long-term returns aligned with the risk taken. Clients have the option for discretionary investment management services, allowing the firm to manage, trade, review, and rebalance accounts with client consent. The fee structure is tiered based on assets under management, starting at 1.00% for the initial $2,000,000. Financial planning services are available at an hourly rate, with fees due monthly. The firm does not accept performance-based fees and offers services to individuals, trusts, estates, charitable organizations, corporations, and corporate retirement plans. Methods of analysis include charting, fundamental analysis, and technical analysis, among others. The firm's management team includes Michael R. Sanders, Craig R. Marson, Kevin J. McCabe, Jr., and Nicholas W. Walsh. Clients are responsible for directing proxy voting and are provided with privacy protection and trade error resolution policies. The firm does not engage in class action lawsuits on behalf of clients.
$356,998,494 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other Advisers
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 Woodcliff Lake, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Woodcliff Lake. 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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