Oliver Luxxe Assets LLC

Oliver Luxxe Assets LLC (CRD# 169588) is a financial advisory firm headquartered in Gladstone, NJ. They manage $693,878,841 in 1,423 accounts and serve the financial needs of clients across 15 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
    694
    MILLION
  • Total Number of Accounts
    1,423
    ACCOUNTS
  • Average Account Value
    $487,617
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Oliver Luxxe Assets LLC
Showing 1 - 5 of 5 top financial advisors.
1
Matthew Biedron, financial advisor Gladstone NJ
Matthew L. Biedron
CRD#: 6743177
17 Mendham Road, Suite 200, Gladstone, NJ 07934

Matthew Biedron (CRD# 6743177) 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.

2
Brad Jacobson, financial advisor Gladstone NJ
Brad D. Jacobson
CRD#: 2253013
17 Mendham Road, Suite 200, Gladstone, NJ 07934

Brad Jacobson (CRD# 2253013) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 30 years of experience in the finance industry.

3
James Lynch, financial advisor Gladstone NJ
James R. Lynch
CRD#: 1533141
17 Mendham Road, Suite 200, Gladstone, NJ 07934

James Lynch (CRD# 1533141) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 37 years of experience in the finance industry.

4
Joseph Sharma, financial advisor Gladstone NJ
Joseph M. Sharma
CRD#: 2686038
17 Mendham Road, Suite 200, Gladstone, NJ 07934

Joseph Sharma (CRD# 2686038) 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.

5
Joseph Trucano, financial advisor Gladstone NJ
Joseph C. Trucano
CRD#: 5799231
17 Mendham Road, Suite 200, Gladstone, NJ 07934

Joseph Trucano (CRD# 5799231) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 12 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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