Oliver Luxxe Assets LLC
Firm details
- Headquarters
- Gladstone, New Jersey
- CRD number
- 169588
- Registered since
- November 18, 2013
- Website
- www.oliverluxxe.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.18%
- Pension & Profit Sharing Plans4.94%
- Individuals3.45%
- Charitable Organizations1.53%
- Pooled Investment Vehicles1.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Oliver Luxxe Assets LLC is an independent registered investment adviser that provides financial planning and portfolio management for individuals, families and pooled investment vehicles. The firm is SEC-registered (registered in 2013) and operates as an owner-managed limited liability company. Its fee model includes both AUM-based fees and fixed fees. Beyond client advisory, the firm serves as an adviser/sponsor and general partner or managing member for pooled vehicles it runs. Oliver Luxxe primarily serves individual and family clients alongside some institutional relationships. Its advisory scope covers discretionary portfolio management for individuals and small businesses, financial planning services, and management of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- State & Local Bonds13%
- Public Funds/Mutual Funds9%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Douglas Kamin
Chief Compliance OfficerCRD 1988253
Contacts
3 of 5
Joseph Trucano
Director of Financial PlanningCRD 5799231
Matthew Biedron
Senior Research AnalystCRD 6743177
James Lynch
Senior Portfolio ManagerCRD 1533141
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$82.9M in ETFs
96%
$79.9M
0%
$3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $13.5M | 35,366 | 16.24% |
Location
Gladstone, NJ
Somerset
Location
Gladstone, NJ
Headquartered in Gladstone, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Somerset
- Address
- 10 Lackawanna Ave
- Time zone
- ET (UTC-5)
- Office locations
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