Choice Asset Management LLC
Choice Asset Management LLC (CRD# 127069) is a financial advisory firm headquartered in , . They manage $35,088,663 in 63 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts63ACCOUNTS
Average Account Value$556,963
- 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
- Pension consulting services
Mark Samel (CRD# 4677574) is an Investment Advisor Representative working at Choice Asset Management LLC in Lakewood, NJ and has 1 year of experience in the finance industry. Mark Samel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.