CRD: 134180
1-800-401k Plan.com, LLC
Pennington, NJ
6097375990
$13.9M Total AUM
$13.9M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-08-2005
- Office Locations
- 1
Office Locations
106 West Franklin AVE Lawrenceville NJ
About 1-800-401k Plan.com, LLC
1-800-401k Plan.com, LLC is a Pennington-based RIA. The firm has been operating for 21 years. Managing $13.9M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
57 AVG AGE
$13.9M AVG AUM / ADVISOR
$924.9K AVG AUM / CLIENT
21.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
21yrs Firm Age
Insights
Upgrade to reveal position-level detail across crest eagle.
Premium access reveals conviction themes in radial momentum frontier.
Request access to benchmark trends tied to vertex.
Unlock to compare peer behavior around delta insight.
See the complete signal summary connected to ridge meridian.
Unlock to see real insight on optima signal crest.
Request access to benchmark trends tied to north glacier.
Full visibility includes strategy notes for zenith focus bridge.
Asset Classes
Alpha
Investment Themes
Matrix
Investment Vehicles
Harbor Meridian
Services
Optima Optima vector Pioneer fusion Ember pioneer
Owner & Executives
J
JEFFREY EVAN GROSS
Chief Compliance Officer, President
- CRD
- #1842949
- Ownership
- 75% or more
(609) 933-8841
glacier.foundation@primecapital.com
in linkedin.com/in/momentum-ember
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,873,541 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,873,541 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $13,873,541
Equity - Exchange:
35.6% Cash:
39.4% Public Funds:
25.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,815,863,936 | 35.6% |
| Cash | $3,116,433,682 | 39.4% |
| Public Funds | $1,977,432,539 | 25.0% |
| Total | $7,909,730,157 | 100.0% |