Oliver Luxxe Assets LLC
Oliver Luxxe Assets LLC (CRD# 169588) is a financial advisory firm headquartered in Gladstone, NJ. They manage $622,663,921 in 1,294 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management623MILLION
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Total Number of Accounts1,294ACCOUNTS
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Average Account Value$481,193
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, CO, CT, FL, GA, IL, MA, NH, NJ, NV, NY, PA, TX, VA, VT
Matthew Biedron (CRD# 6743177) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 5 years of experience in the finance industry.
Brad Jacobson (CRD# 2253013) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 28 years of experience in the finance industry.
James Lynch (CRD# 1533141) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 35 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.
Joseph Sharma (CRD# 2686038) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 26 years of experience in the finance industry.
Joseph Trucano (CRD# 5799231) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 10 years of experience in the finance industry. Joseph Trucano 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.