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Traphagen Financial Group
Oradell, New Jersey
4.2
12 Reviews
Traphagen Financial Group, headquartered in Oradell, NJ, is a leading investment advisory firm with a strong focus on personalized financial solutions. With 11 dedicated employees, the majority of whom specialize in investment advisory services, they provide expert guidance to over 1,340 individual clients. Managing a substantial portfolio of assets worth over $1,151,993,000, Traphagen Financial Group caters primarily to high net worth individuals.
Distinguishing themselves through their compensation structure, Traphagen Financial Group offers various types of payment arrangements, including a percentage of assets under managemen...see more
Assets Under Mgmt
$1.15B
Investment Professionals
10
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Other Business Activities
- Insurance broker or agent
- Accountant or accounting firm
Reviews for Traphagen Financial Group
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