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).

Current Firm Details
17 Mendham Road, Suite 200, Gladstone, NJ 07934
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.

CA, CO, CT, FL, GA, IL, NH, NJ, NV, NY, PA, TX, VT

Financial Advisors at Oliver Luxxe Assets LLC
Showing 1 - 4 of 4 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 Gladstone NJ
Joseph C. Trucano
CRD#: 5799231
17 Mendham Road, Suite 200, Gladstone, NJ 07934
93
Wealthminder
score

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.

3
Matthew Biedron, financial advisor Gladstone NJ
Matthew L. Biedron
CRD#: 6743177
17 Mendham Road, Suite 200, Gladstone, NJ 07934
87
Wealthminder
score

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.

4
Brad Jacobson, financial advisor Gladstone NJ
Brad D. Jacobson
CRD#: 2253013
17 Mendham Road, Suite 200, Gladstone, NJ 07934
83
Wealthminder
score

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.

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.

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