Haddon Wealth Management, LLC

Haddon Wealth Management, LLC (CRD# 226703) is a financial advisory firm headquartered in Haddonfield, NJ. They manage $54,703,683 in 149 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2 Kings Highway West, Suite 201, Haddonfield, NJ 08033
https://www.facebook.com/haddonwealthmgt/
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $367,139
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Haddon Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Hart, CFP, financial advisor Haddonfield NJ
Gregory M. Hart, CFP
CRD#: 2178458
2 Kings Highway West, Suite 201, Haddonfield, NJ 08033

Gregory Hart (CRD# 2178458) is an Investment Advisor Representative working at Haddon Wealth Management, LLC in Haddonfield, NJ and has over 25 years of experience in the finance industry. Gregory Hart 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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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