G. Douglas Wealth Management
G. Douglas Wealth Management (CRD# 323256) is a financial advisory firm headquartered in Toms River, NJ. They manage $18,000,000 in 103 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
G. Douglas Wealth Management
By the Numbers
-
Total Assets Under Management18MILLION
-
Total Number of Accounts103ACCOUNTS
-
Average Account Value$174,757
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, TX
Financial Advisors at G. Douglas Wealth Management
1
Douglas Bauerband (CRD# 2850269) is an Investment Advisor Representative working at G. Douglas Wealth Management in Toms River, NJ and has over 25 years of experience in the finance industry.
2
Taylor Bauerband (CRD# 7069406) is an Investment Advisor Representative working at G. Douglas Wealth Management in Toms River, NJ and has 1 year of experience in the finance industry.
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