Stephen M. Gross, Inc.

Stephen M. Gross, Inc. (CRD# 122725) is a financial advisory firm headquartered in Edgewater, NJ. They manage $62,376,776 in 79 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
725 River Road, Suite 56, Edgewater, NJ 07020
https://linkedin.com/in/stephen-gross-23447514
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $789,579
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY

Financial Advisors at Stephen M. Gross, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Gross, financial advisor Edgewater NJ
Stephen M. Gross
CRD#: 1064697
725 River Road, Suite 56, Edgewater, NJ 07020

Stephen Gross (CRD# 1064697) is an Investment Advisor Representative working at Stephen M. Gross, Inc. in Edgewater, NJ and has over 41 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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