Modera Wealth Management, LLC
Modera Wealth Management, LLC (CRD# 155649) is a financial advisory firm headquartered in Westwood, NJ. They manage $6,800,794,762 in 10,050 accounts and serve the financial needs of clients across 39 states (or territories).
-
Total Assets Under Management6,801MILLION
-
Total Number of Accounts10,050ACCOUNTS
-
Average Account Value$676,696
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
Jessie Goodwin (CRD# 5854333) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 13 years of experience in the finance industry.
Karl Graf (CRD# 1888675) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 35 years of experience in the finance industry.
Ashley Gragtmans (CRD# 6250061) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 10 years of experience in the finance industry.
Stephen Haney (CRD# 6071839) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has over 11 years of experience in the finance industry.
William Hansen (CRD# 4251129) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 24 years of experience in the finance industry.
Caitlin Heery (CRD# 6871447) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has over 5 years of experience in the finance industry.
Kelly Henning (CRD# 6228401) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry.
William Houck (CRD# 3117914) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 25 years of experience in the finance industry.
Gregory James (CRD# 1625754) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 37 years of experience in the finance industry.
Roger James (CRD# 5342157) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 16 years of experience in the finance industry.