Systematic Financial Management LP

Systematic Financial Management LP (CRD# 106146) is a financial advisory firm headquartered in Teaneck, NJ. They manage $3,359,521,956 in 156 accounts and serve the financial needs of clients across 38 states (or territories).

Current Firm Details
300 Frank W Burr Blvd, 7th Fl Glenpointe East, Teaneck, NJ 07666
https://www.sfmlp.com
By the Numbers
  • Total Assets Under Management
    3,360
    MILLION
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $21,535,397
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Systematic Financial Management LP
Showing 1 - 5 of 5 top financial advisors.
1
Kenneth Burgess, financial advisor Teaneck NJ
Kenneth Burgess
CRD#: 2366785
300 Frank W Burr Blvd, 7th Fl Glenpointe East, Teaneck, NJ 07666

Kenneth Burgess (CRD# 2366785) is an Investment Advisor Representative working at Systematic Financial Management LP in Teaneck, NJ and has over 30 years of experience in the finance industry.

2
Eoin Middaugh, financial advisor Teaneck NJ
Eoin E. Middaugh
CRD#: 2916840
Systematic Financial Management, Lp, 300 Frank W. Burr Boulevard, Teaneck, NJ 07666

Eoin Middaugh (CRD# 2916840) is an Investment Advisor Representative working at Systematic Financial Management LP in Teaneck, NJ and has over 26 years of experience in the finance industry.

3
James Wallerius, financial advisor Fernandina Beach FL
James V. Wallerius
CRD#: 1976241
Fernandina Beach, FL

James Wallerius (CRD# 1976241) is an Investment Advisor Representative working at Systematic Financial Management LP in Fernandina Beach, FL and has over 34 years of experience in the finance industry.

4
Walter Wick, financial advisor Teaneck NJ
Walter R. Wick
CRD#: 4041643
300 Frank W Burr Blvd, 7th Fl Glenpointe East, Teaneck, NJ 07666

Walter Wick (CRD# 4041643) is an Investment Advisor Representative working at Systematic Financial Management LP in Teaneck, NJ and has over 24 years of experience in the finance industry.

5
Richard Plummer, financial advisor Teaneck NJ
Richard S. Plummer
CRD#: 2509169
300 Frank W Burr Blvd, 7th Fl Glenpointe East, Teaneck, NJ 07666

Richard Plummer (CRD# 2509169) is an Investment Advisor Representative working at Systematic Financial Management LP in Teaneck, 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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