Oliver Luxxe Assets LLC
Oliver Luxxe Assets LLC (CRD# 169588) is a financial advisory firm headquartered in Gladstone, NJ. They manage $349,500,000 in 757 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management350MILLION
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Total Number of Accounts757ACCOUNTS
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Average Account Value$461,691
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses

CA, CO, CT, FL, GA, IL, NH, NJ, NV, NY, PA, TX, VT
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.
Joseph Trucano (CRD# 5799231) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 6 years of experience in the finance industry.
Matthew Biedron (CRD# 6743177) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has 1 year 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 24 years of experience in the finance industry.