Green Ridge Wealth Planning LLC

Green Ridge Wealth Planning LLC (CRD# 304236) is a financial advisory firm headquartered in Montville, NJ. They manage $178,870,664 in 569 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    569
    ACCOUNTS
  • Average Account Value
    $314,360
Compensation Options
  • A percentage of assets under your management
  • 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.

FL, NJ, NY, TX

Financial Advisors at Green Ridge Wealth Planning LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jordan C. Kaufman
CRD#: 4847447
150 River Road, Suite E3, Montville, NJ 07045

Jordan Kaufman (CRD# 4847447) is an Investment Advisor Representative working at Green Ridge Wealth Planning LLC in Montville, NJ and has over 17 years of experience in the finance industry.

2
Robert J. Mascia
CRD#: 6002851
150 River Road, Montville, NJ 07045

Robert Mascia (CRD# 6002851) is an Investment Advisor Representative working at Green Ridge Wealth Planning LLC in Montville, NJ and has over 11 years of experience in the finance industry.

3
Sean T. Cole
CRD#: 7770761
150 River Road, Suite E3, Montville, NJ 07045

Sean Cole (CRD# 7770761) is an Investment Advisor Representative working at Green Ridge Wealth Planning LLC in Montville, NJ and has 1 year of experience in the finance industry.

4
Brandon Sisk
CRD#: 7861802
150 River Road, Suite E3, Montville, NJ 07045

Brandon Sisk (CRD# 7861802) is an Investment Advisor Representative working at Green Ridge Wealth Planning LLC in Montville, NJ and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.