$324.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
256 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2013
- Office Locations
- 1
Office Locations
601 Ewing Street Suite A-7 Princeton NJ
About EKS Associates
EKS Associates is a Princeton, NJ fee-only fiduciary financial planning firm with 30+ years building comprehensive plans to help clients pursue financial independence. The team (CFP/CPA/PFS/CAP) integrates retirement, family wealth and charitable planning with portfolio guidance including socially responsible investing, plus ongoing monitoring. Operates independently and custody commonly at Schwab/TD Ameritrade.
Team overview
-- AVG AGE
$108.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
12.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
DARREN LAWRENCE ZAGAROLA
Wealth Advisor
- CRD
- #5121491
- Ownership
- 50% but less than 75%
Available
Available
Available
HOWARD MARK HOOK
Wealth Advisor
- CRD
- #4199828
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $324,280,466 | $1,214,534 |
| Total | $324,280,466 | $1,214,534 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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