Stephen M. Gross, Inc.

Stephen M. Gross, Inc. (CRD# 122725) is a financial advisory firm headquartered in Edgewater, NJ. They manage $71,789,000 in 316 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $227,180
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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.

FL, NJ, NY, TX

Financial Advisors at Stephen M. Gross, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Stephen M. Gross
CRD#: 1064697
115 River Road Suite 1208: Building 12, Edgewater, NJ 07020
93
Wealthminder
score

Stephen Gross (CRD# 1064697) is an Investment Advisor Representative working at Stephen M. Gross, Inc. in Edgewater, NJ and has over 34 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.