Oliver Luxxe Assets LLC

Oliver Luxxe Assets LLC (CRD# 169588) is a financial advisory firm headquartered in Bedminster, NJ. They manage $349,500,000 in 757 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
350 Main Street, Suite #8, School House Village, Bedminster, NJ 07921
http://www.oliverluxxe.com
By the Numbers
  • Total Assets Under Management
    350
    MILLION
  • Total Number of Accounts
    757
    ACCOUNTS
  • Average Account Value
    $461,691
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, GA, IL, NH, NJ, NV, NY, PA, VT

Financial Advisors at Oliver Luxxe Assets LLC
Showing 1 - 3 of 3 top financial advisors.
1
James Lynch, financial advisor Reno NV
James R. Lynch
CRD#: 1533141
9380 Baypoint Court, Reno, NV 89523
96
Wealthminder
score

James Lynch (CRD# 1533141) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Reno, NV and has over 31 years of experience in the finance industry. James Lynch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joseph Trucano, financial advisor Bedminster NJ
Joseph C. Trucano
CRD#: 5799231
350 Main Street, Suite #8, School House Village, Bedminster, NJ 07921
90
Wealthminder
score

Joseph Trucano (CRD# 5799231) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Bedminster, NJ and has over 5 years of experience in the finance industry.

3
Brad Jacobson, financial advisor Bedminster NJ
Brad D. Jacobson
CRD#: 2253013
350 Main Street, Suite #8, School House Village, Bedminster, NJ 07921
83
Wealthminder
score

Brad Jacobson (CRD# 2253013) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Bedminster, NJ and has over 23 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals