Wealth Quarterback LLC
Wealth Quarterback LLC (CRD# 282967) is a financial advisory firm headquartered in Toms River, NJ. They manage $288,076,283 in 1,740 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management288MILLION
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Total Number of Accounts1,740ACCOUNTS
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Average Account Value$165,561
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CT, DE, FL, MA, MO, NC, NH, NJ, NY, PA, SC, TX, VA
Josh Jalinski (CRD# 5035951) is an Investment Advisor Representative working at Wealth Quarterback LLC in Toms River, NJ and has over 15 years of experience in the finance industry.
Christopher Meyer (CRD# 5999135) is an Investment Advisor Representative working at Wealth Quarterback LLC in Toms River, NJ and has over 10 years of experience in the finance industry.
Paul Murphy (CRD# 1130211) is an Investment Advisor Representative working at Wealth Quarterback LLC in Toms River, NJ and has over 11 years of experience in the finance industry.
Howard Bernheim (CRD# 1146051) is an Investment Advisor Representative working at Wealth Quarterback LLC in Holland, PA and has 1 year of experience in the finance industry.