The ACTIVE WEALTH ADVISORS is a privately held investment adviser that advises $75.41mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ACTIVE WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 1.04 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 577 CHESTNUT RIDGE ROAD, WOODCLIFF LAKE, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 1 employees comprised of 1 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $75.41mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $64.53mn or 85.57% of Total Assets and Individuals own $4.5mn or 5.97% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
ACTIVE WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.