S
$108.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
219 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Prudential · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-04-2005
- Office Locations
- 1
Office Locations
-- Seaside Park NJ
About Schlosser Financial Services, Inc.
Schlosser Financial Services, Inc. is a Seaside Park-based RIA. The firm has been operating for 21 years. Managing $108.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Prudential.
Team overview
-- AVG AGE
$108.0M AVG AUM / ADVISOR
$493.2K AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MARK DEAN SCHLOSSER
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2140801
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $108,000,000 | $493,151 |
| Total | $108,000,000 | $493,151 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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