E
CRD: 104927
ESD Advisory Services INC
South Orange, NJ, 07079
3019077774
$42.0M Total AUM
$42.0M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2012
- Office Locations
- 1
Office Locations
627 Mountain Drive South Orange NJ
About ESD Advisory Services INC
ESD Advisory Services INC is a South Orange-based RIA. The firm has been operating for 14 years. Managing $42.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Lincoln Financial. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$42.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Zenith Catalyst
Client Personas
Vector
Investment Vehicles
Ember
Services
Pioneer unison Quantum fusion Meridian quantum
Owner & Executives
E
EDWARD STELLWAGEN DOVE III
Chief Compliance Officer, President
- CRD
- #705675
- Ownership
- 75% or more
(634) 805-5593
summit.fusion@elementcapital.com
in linkedin.com/in/signal-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,998,000 | -- |
| Non-Discretionary | $0 | $284,801 |
| Total | $41,998,000 | $284,801 |
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Separately Managed Accounts
Total SMA Asset: $41,998,000
Public Funds:
42.3% Cash:
41.5% Equity - Exchange:
16.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,432,466,854 | 42.3% |
| Cash | $3,367,550,223 | 41.5% |
| Equity - Exchange | $1,314,561,773 | 16.2% |
| Total | $8,114,578,850 | 100.0% |