Preakness Retirement Advisors, LLC
Preakness Retirement Advisors, LLC (CRD# 133811) is a financial advisory firm headquartered in Midland Park, NJ. They manage $15,713,242 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Preakness Retirement Advisors, LLC
By the Numbers
-
Total Assets Under Management16MILLION
-
Total Number of Accounts8ACCOUNTS
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Average Account Value$1,964,155
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Preakness Retirement Advisors, LLC
1
Martin Costello (CRD# 1453788) is an Investment Advisor Representative working at Preakness Retirement Advisors, LLC in Verona, NJ and has over 38 years of experience in the finance industry.
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