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Financial Consultant Group, LLC (Chatham)


Financial Consultant Group, LLC is a large advisory firm based in Chatham. It manages $28.44 million of regulatory assets for 91 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 4 other states.

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Financial Consultant Group provides portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Consultant Group: assets under management

The assets under management (AUM) of Financial Consultant Group, LLC is $28.44 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $312.51 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Consultant Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chatham

The principal office where Financial Consultant Group, LLC performs its advisory services is located at 23 Center Street, Chatham, NJ 09728, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (973) 507-0700 or by fax (973) 507-0709. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.financialconsultantgrp.com.


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