|
Firm Name |
Wislar Wealth Management |
|
Assets |
$100 million |
|
Custodian |
Fidelity Investments |
|
Location |
Princeton, NJ |
|
Services |
Provided: Independence and member of FA Freedom |
|
Website |
|
|
Contact |
George Wislar |
|
Firm Name |
Optimal Wealth Management |
|
Assets |
$70 million |
|
Custodian |
Fidelity Investments |
|
Location |
Travers City, MI |
|
Services |
Independence and member of FA Freedom |
|
Website |
|
|
Contact |
Jay Batcah |
|
Firm Name |
Alpha Fiduciary |
|
Assets |
$250 million |
|
Custodian |
Fidelity Investments |
|
Location |
Scottsdale, AZ |
|
Services |
Independence and member of FA Freedom |
|
Website |
www. Alphafiduciary.com (under construction) |
|
Contact |
Art Doglionie |
|
Firm Name |
Princeton Capital Management |
|
Assets |
$150 million |
|
Custodian |
Bank custodian |
|
Location |
Princeton, NJ |
|
Services |
Consulting services |
|
Website |
|
|
Contact |
Hugh Fitzpatric |
|
Firm Name |
Under NDA |
|
Assets |
$600 million |
|
Custodian |
Under NDA |
|
Location |
Princeton, NJ |
|
Services |
Consulting services |
|
Website |
|
|
Contact |
Under NDA |