RIA Intel›Advisers›New Jersey›1-800-401K PLAN.COM, LLC

1-800-401K PLAN.COM, LLC

Advisory

NJ

Data as of Apr 21, 2025 · Source: SEC Form ADV

Average account
$462K
across 30 accounts
AUM per adviser
$14M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 21, 2025.

Total AUM
$14M
Discretionary %
100%
Clients
15
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients15
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

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MAGNET INVESTMENT GROUP LLC
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0.0% 1Y
INNOVATIVE INVESTMENT FIDUCIARIES, LLC
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$14M
HOSSEINI-NEJAD MOHAMMAD
$14M
EPIC WEALTH MANAGEMENT LLC
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$14M

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