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- Custodian
- SSG
- Clients
- Retail
- Platforms
- Vertex foundation
- Established Date
- 08-02-2007
- Office Locations
- 1
Office Locations
About Molotsky TAX Advisory Group, LLC
Molotsky Tax Advisory Group, LLC provides retirement-focused planning for clients in the Collingswood, NJ area, combining asset allocation and risk management into coordinated retirement income strategies. The firm also advises on tax strategies, legacy planning, and business/succession planning. A differentiator is “Generational Vault,” a secure portal for sharing confidential documents and viewing daily investment and banking values and asset/expense snapshots; portfolios commonly use ETFs.
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Owner & Executives
LEE STUART MOLOTSKY
Managing Partner, President
- CRD
- #1353088
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,777,019 | -- |
| Non-Discretionary | $7,271,912 | -- |
| Total | $27,048,931 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,048,931
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,014,882,885 | 43.4% |
| Public Funds | $874,576,496 | 37.4% |
| Cash | $448,980,447 | 19.2% |
| Total | $2,338,439,828 | 100.0% |