Supportive Financial, LLC
Firm details
- Headquarters
- Ramsey, New Jersey
- CRD number
- 329195
- Website
- www.supportivefinancial.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Supportive Financial, LLC is a New Jersey-registered limited liability company that combines broker-dealer and insurance brokerage activities with fee-based financial planning and client education. The firm operates as a registered representative of a broker-dealer and charges clients using hourly and fixed-fee arrangements. It reports an individual owner and classifies itself outside standard adviser categories. Supportive Financial does not identify itself as a capital allocator, does not pursue ESG investing, and is not set up as a multi-state adviser or pension consultant.
Assets & Accounts
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
- Public Funds/Mutual Funds59%
- Exchange Traded Equities18%
- Cash & Cash Equivalents14%
- US Government Bonds6%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ramsey, NJ
Bergen
Location
Ramsey, NJ
Headquartered in Ramsey, 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
- Bergen
- Address
- 145 N Franklin Tpke
- Time zone
- ET (UTC-5)
- Office locations
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