Red Hook Management

Red Hook Management (CRD# 148237) is a financial advisory firm headquartered in Morristown, NJ. They manage $150,942,065 in 220 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $686,100
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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, NJ, NY, TX

Financial Advisors at Red Hook Management
Showing 1 - 3 of 3 top financial advisors.
1
William F. Conger
CRD#: 839778
65 Madison Avenue, Suite 230, Morristown, NJ 07960
93
Wealthminder
score

William Conger (CRD# 839778) is an Investment Advisor Representative working at Red Hook Management in Morristown, NJ and has over 18 years of experience in the finance industry.

2
Nancy P. Conger
CRD#: 839785
65 Madison Avenue, Suite 230, Morristown, NJ 07960
90
Wealthminder
score

Nancy Conger (CRD# 839785) is an Investment Advisor Representative working at Red Hook Management in Morristown, NJ and has 1 year of experience in the finance industry. Nancy Conger 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.

3
Thomas C. Trynin
CRD#: 1520461
65 Madison Avenue, Suite 230, Morristown, NJ 07960
90
Wealthminder
score

Thomas Trynin (CRD# 1520461) is an Investment Advisor Representative working at Red Hook Management in Morristown, NJ and has over 4 years of experience in the finance industry.

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