Huckleberry Capital Management, LLC

Huckleberry Capital Management, LLC (CRD# 173149) is a financial advisory firm headquartered in Paramus, NJ. They manage $43,032,371 in 213 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
#1117, 501 Route 17 South Ste 1, Paramus, NJ 07652
http://www.investhuckleberry.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $202,030
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, MN, NC, NJ, NY, OR, TX, VA

Financial Advisors at Huckleberry Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Thomas Jacobs, financial advisor Marfa TX
Thomas C. Jacobs
CRD#: 5840128
Marfa, TX

Thomas Jacobs (CRD# 5840128) is an Investment Advisor Representative working at Huckleberry Capital Management, LLC in Marfa, TX and has over 10 years of experience in the finance industry.

2
Sean Sun, financial advisor Paramus NJ
Sean Y. Sun
CRD#: 6747992
#1117, 501 Route 17 South Ste 1, Paramus, NJ 07652

Sean Sun (CRD# 6747992) is an Investment Advisor Representative working at Huckleberry Capital Management, LLC in Paramus, NJ and has over 7 years of experience in the finance industry.

3
Kenneth Bauso, financial advisor Marfa TX
Kenneth N. Bauso
CRD#: 3129411
Marfa, TX

Kenneth Bauso (CRD# 3129411) is an Investment Advisor Representative working at Huckleberry Capital Management, LLC in Marfa, TX and has over 25 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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