C
$55.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
22 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-10-2003
- Office Locations
- 1
Office Locations
-- Lakewood NJ
About Choice Asset Management LLC
Choice Asset Management LLC is a Lakewood-based RIA. The firm has been operating for 22 years. Managing $55.6M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade.
Team overview
-- AVG AGE
$55.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
17 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARK MOSHE SAMEL
--
- CRD
- #4677574
- Ownership
- 75% or more
Available
Available
Available
H
HINDA SAMEL
--
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $55,617,436 | -- |
| Total | $55,617,436 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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