Eisneramper Wealth Management & Corporate Benefits, LLC (Iselin)

Name: Eisneramper Wealth Management & Corporate Benefits, LLC
Address: 111 Wood Avenue South, Iselin, NJ, 08830
Telephone: 908-429-0025

Eisneramper Wealth Management & Corporate Benefits, LLC is a large advisory firm based in Iselin. It manages $502.5 million of regulatory assets for 1,065 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida, New Hampshire, New Jersey, New York, and Pennsylvania.

Eisneramper Wealth Management & Corporate Benefits provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Eisneramper Wealth Management & Corporate Benefits: assets under management

The assets under management (AUM) of Eisneramper Wealth Management & Corporate Benefits, LLC is $502.5 million. The firm's AUM has grown by 276% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $460.53 million in discretionary accounts and $41.96 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $441.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2 million.

Investments

The firm invests in exchange traded securities the most. They account for 40% of the total AUM. The second-largest asset type is investment and business development companies, which make up 20% of the firm’s portfolio. Investments in investment grade corporate bonds form 15% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eisneramper Wealth Management & Corporate Benefits, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Eisneramper Wealth Management & Corporate Benefits serves?

The firm provides services to high net worth individuals and pension and profit sharing plans. The largest group of clients of Eisneramper Wealth Management & Corporate Benefits is high net worth individuals with 340 clients and $460.53 million of assets under management. Among the 9 most similar advisory firms, Eisneramper Wealth Management & Corporate Benefits has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $502.5 million for 361 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Eisneramper Wealth Management & Corporate Benefits doesn't advise any private funds.

Careers at Eisneramper Wealth Management & Corporate Benefits, LLC

The company employs 14 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Marc L Scudillo	Managing director; chief compliance officer	1 Nov 2001	50% - 75%	2811290
Eisneramper Llp	Member	1 Aug 2010	50% - 75%	13-1639826

Based in Iselin

The principal office where Eisneramper Wealth Management & Corporate Benefits, LLC performs its advisory services is located at 111 Wood Avenue South, Iselin, NJ 08830, which is also the mailing address of the firm. An additional office of the firm is in Miami, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 908-429-0025 or by fax 908-429-5530. The normal business hours are 9a.m. to 5p.m. on Monday - Friday. You can find more information about the New York firm at eisneramper.com and its LinkedIn profile.