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).
Total Assets Under Management5MILLION
Total Number of Accounts41ACCOUNTS
Average Account Value$126,370
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Jeffrey Gross (CRD# 1842949) is an Investment Advisor Representative working at 1-800-401k Plan.com, LLC in Pennington, NJ and has over 25 years of experience in the finance industry.