1-800-401k Plan.com, LLC

1-800-401k Plan.com, LLC (CRD# 134180) is a financial advisory firm headquartered in , . They manage $5,181,178 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $126,370
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at 1-800-401k Plan.com, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey E. Gross
CRD#: 1842949
106 West Franklin Ave, Pennington, NJ 08534
93
Wealthminder
score

Jeffrey Gross (CRD# 1842949) is an Investment Advisor Representative working at 1-800-401k Plan.com, LLC in Pennington, NJ and has over 24 years of experience in the finance industry.

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