Choice Asset Management LLC

Choice Asset Management LLC (CRD# 127069) is a financial advisory firm headquartered in , . They manage $32,682,117 in 57 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $573,370
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
  • 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, NY

Financial Advisors at Choice Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark M. Samel
CRD#: 4677574
Lakewood, NJ
90
Wealthminder
score

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.

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