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Traphagen Financial Group
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Oradell, New Jersey
$784.4 million AUM
1 office

Traphagen Financial Group is based in Oradell, New Jersey and has $784.4 million in assets under management.

Location
234 Kinderkamack Road
Oradell, NJ 07649
Contact
$784.4 million
AUM
10
Employees
AUM Share
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$784,393,062
Assets under management
1,302 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 1,062 $262,477,327 33% $247,154
High net worth individuals 192 $490,296,669 63% $2,553,628
Pension and profit sharing plans 32 $29,031,326 4% $907,229
Charitable organizations 4 $2,587,740 0% $646,935
Employees Share
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10
Employees
9
Investment analysts
90% of total employees
AUM per employee Share
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$784,393,062
Assets under management
$78,439,306
AUM per employee
$87,154,785
AUM per investment analyst
About Share
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Compensation

Traphagen Financial Group makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Traphagen Financial Group provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Business activities
  • Accounting firm
Firm data Share
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CRD number 107,764
SEC number 801-56130
Legal structure Limited Liability Company
Legal governance New Jersey, United States
Latest ADV filing date February 10, 2020

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