S
$31.4M Total AUM
$13.4M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2022
- Office Locations
- 1
Office Locations
-- Plainsboro NJ
About SNC Wealth Management LLC
SNC Wealth Management LLC is a Plainsboro-based RIA. The firm has been operating for 4 years. Managing $31.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and RBC.
Team overview
-- AVG AGE
$31.4M AVG AUM / ADVISOR
$627.4K AVG AUM / CLIENT
4.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
4yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
Nicole Ann Giannone
--
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
Abdulaziz Shroff
President, Wealth Advisor
- CRD
- #7497661
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,365,358 | -- |
| Non-Discretionary | $18,006,256 | $583,493 |
| Total | $31,371,614 | $583,493 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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