Bugen Stuart Korn & Cordaro Inc is a large advisory firm based in Chatham. It manages $414.21 million of regulatory assets for 491 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, New Jersey, Pennsylvania, and Vermont.
Bugen Stuart Korn & Cordaro provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bugen Stuart Korn & Cordaro Inc is $414.21 million. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bugen Stuart Korn & Cordaro Inc 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.
James Richard Foster Marlow has been acting as President since 1 Oct 2000. David Henry Bugen joined the executive team most recently as the Vice President.
The principal office where Bugen Stuart Korn & Cordaro Inc performs its advisory services is located at 1 Main Street, Chatham, NJ 07928, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-635-7070 or by fax 973-635-0079. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.bskc.com.