Tradition Capital Management LLC
Tradition Capital Management LLC (CRD# 113755) is a financial advisory firm headquartered in Summit, NJ. They manage $611,598,797 in 322 accounts and serve the financial needs of clients across 13 states (or territories).
Current Firm Details
Tradition Capital Management LLC
By the Numbers
-
Total Assets Under Management612MILLION
-
Total Number of Accounts322ACCOUNTS
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Average Account Value$1,899,375
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, DC, FL, MA, MI, NC, NJ, NY, PA, TX, VA, VT
Financial Advisors at Tradition Capital Management LLC
No Advisor Found.
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