Julien Planning, LLC

Julien Planning, LLC (CRD# 285994) is a financial advisory firm headquartered in Hackensack, NJ. They manage $25,940,298 in 125 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
Two University Plaza, #100, Hackensack, NJ 07601
http://www.julienplanning.info
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $207,522
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY

Financial Advisors at Julien Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bruce Julien, financial advisor Hackensack NJ
Bruce R. Julien
CRD#: 2175206
Two University Plaza, #100, Hackensack, NJ 07601

Bruce Julien (CRD# 2175206) is an Investment Advisor Representative working at Julien Planning, LLC in Hackensack, NJ and has over 32 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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