CRD: 121458
DE Cesare Retirement Specialists
$38.1M Total AUM
$36.8M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
23 yrs Firm Age
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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-06-2003
- Office Locations
- 1
Office Locations
ONE Greentree Centre 10,000 Lincoln Drive East, STE 201 Marlton NJ
About DE Cesare Retirement Specialists
DeCesare Retirement Specialists is an independent wealth management and retirement planning firm serving individuals and families from wealth-building through retirement-income distribution. The practice emphasizes holistic planning (retirement plans, tax and estate planning, insurance) alongside portfolio construction, with an ETF- and fund-based allocation approach. Custody includes Charles Schwab.
Team overview
47 AVG AGE
$38.1M AVG AUM / ADVISOR
$907.5K AVG AUM / CLIENT
23.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
STEPHEN DE CESARE
Chief Compliance Officer, President
- CRD
- #2738353
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,833,330 | -- |
| Non-Discretionary | $1,279,674 | -- |
| Total | $38,113,004 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Municipal Bonds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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