Julius Wealth Advisors, LLC
Julius Wealth Advisors, LLC (CRD# 316741) is a financial advisory firm headquartered in Englewood Cliffs, NJ. They manage $28,685,564 in 123 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management29MILLION
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Total Number of Accounts123ACCOUNTS
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Average Account Value$233,216
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, NJ, NY, TX
Financial Advisors at Julius Wealth Advisors, LLC
1
Jason Blumstein (CRD# 4964191) is an Investment Advisor Representative working at Julius Wealth Advisors, LLC in Englewood Cliffs, NJ and has over 17 years of experience in the finance industry.
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