Choice Asset Management LLC

Choice Asset Management LLC (CRD# 127069) is a financial advisory firm headquartered in , . They manage $51,164,402 in 88 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $581,414
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
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 Samel, financial advisor Lakewood NJ
Mark M. Samel
CRD#: 4677574
Lakewood, NJ

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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