N
CRD: 328905
Nisonoff & Quadrel Investment Management LLC
$569.1K Total AUM
$306.5K Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Betterment · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-31-2023
- Office Locations
- 1
Office Locations
235 OLD Bridge Turnpike East Brunswick NJ
About Nisonoff & Quadrel Investment Management LLC
Nisonoff & Quadrel (East Brunswick, NJ) provides accounting, bookkeeping, tax filing, and tax planning for individuals and businesses, serving clients since the 1980s and supporting tax prep through an online TaxDome portal. The firm also operates an SEC-registered investment advisory business offering financial planning and portfolio management across ETFs and fixed income; custody includes Altruist.
Team overview
-- AVG AGE
$569.1K AVG AUM / ADVISOR
$63.2K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Investment Themes
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Technology
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Owner & Executives
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W
William Stephen Battistelli
--
- CRD
- #6915734
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $306,538 | -- |
| Non-Discretionary | $262,520 | -- |
| Total | $569,058 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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