CRD: 309257
Full Court Strategic Wealth, LLC
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- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-28-2020
- Office Locations
- 1
Office Locations
About Full Court Strategic Wealth, LLC
Full Court Strategic Wealth, LLC is a New Jersey-based CFP® fiduciary RIA delivering customized financial planning and investment management, integrating tax, philanthropic, estate, and insurance planning (life, annuities, long-term care, disability). Client focus includes business owners and entrepreneurs. Custody-ready on Charles Schwab; advisor has appeared in industry press on municipal bonds and tax-law changes.
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Investment Themes
Investment Vehicles
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Owner & Executives
JASON M COLE
Chief Compliance Officer, Financial Advisor
- CRD
- #3211818
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $48,393,384 | -- |
| Total | $48,393,384 | -- |
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Separately Managed Accounts
Total SMA Asset: 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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