H&s Tax And Wealth Advisors LLC

H&s Tax And Wealth Advisors LLC (CRD# 290643) is a financial advisory firm headquartered in Red Bank, NJ. They manage $54,400,000 in 148 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
130 Maple Ave, Unit 2a, Red Bank, NJ 07701
https://www.hstaxwealth.com/
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $367,568
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at H&s Tax And Wealth Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Charles Harris, financial advisor Red Bank NJ
Charles K. Harris
CRD#: 4173265
130 Maple Ave, Unit 2a, Red Bank, NJ 07701

Charles Harris (CRD# 4173265) is an Investment Advisor Representative working at H&s Tax And Wealth Advisors LLC in Red Bank, NJ and has over 23 years of experience in the finance industry.

2
Gregory Shaw, financial advisor Red Bank NJ
Gregory P. Shaw
CRD#: 2985222
130 Maple Ave, Unit 2a, Red Bank, NJ 07701

Gregory Shaw (CRD# 2985222) is an Investment Advisor Representative working at H&s Tax And Wealth Advisors LLC in Red Bank, NJ and has over 25 years of experience in the finance industry.

3
Linda Ialacci, financial advisor Hamilton NJ
Linda Ialacci
CRD#: 6143270
Hamilton, NJ

Linda Ialacci (CRD# 6143270) is an Investment Advisor Representative working at H&s Tax And Wealth Advisors LLC in Hamilton, NJ and has over 3 years 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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