Prudential Customer Solutions LLC is a related adviser based in Newark. It manages $4.08 million of regulatory assets for 246 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Prudential Customer Solutions provides portfolio management for individuals and small businesses and rollover recommendations. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Prudential Customer Solutions LLC is $4.08 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11930% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Prudential Customer Solutions LLC for their services and products based on a percentage of assets under management. 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.
The only and largest group of clients of Naveen Agarwal is individuals with 246 clients and $4.08 million of assets under management. Among the 3 most similar advisory firms, Prudential Customer Solutions has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $4.08 million for 246 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.
Prudential Customer Solutions doesn't advise any private funds.
Naveen Agarwal has been acting as President since 1 Oct 2016. Megan Marie Findley joined the executive team most recently as the Vice President, Member Board Of Managers.
The principal office where Prudential Customer Solutions LLC performs its advisory services is located at 213 Washington Street, Newark, NJ 07102 2917, which is also the mailing address of the firm. An additional office of the firm is in Plymouth, MN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (973) 802-2083. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at prudential.com/.