Talisman Wealth Advisors, LLC

Talisman Wealth Advisors, LLC (CRD# 313283) is a financial advisory firm headquartered in Mountainside, NJ. They manage $192,138,056 in 472 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1162 Springfield Ave, 2nd Floor, Mountainside, NJ 07092
https://www.talismanwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $407,072
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY

Financial Advisors at Talisman Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Francis Granizo, financial advisor Mountainside NJ
Francis E. Granizo
CRD#: 2396923
1162 Springfield Ave, 2nd Floor, Mountainside, NJ 07092

Francis Granizo (CRD# 2396923) is an Investment Advisor Representative working at Talisman Wealth Advisors, LLC in Mountainside, NJ and has over 23 years of experience in the finance industry.

2
Jennifer Kirby, financial advisor Mountainside NJ
Jennifer P. Kirby
CRD#: 6243626
1162 Springfield Ave, 2nd Floor, Mountainside, NJ 07092

Jennifer Kirby (CRD# 6243626) is an Investment Advisor Representative working at Talisman Wealth Advisors, LLC in Mountainside, NJ and has over 10 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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