RIA Intel›Advisers›New Jersey›CHAMPION FINANCIAL & TAX SERVICES, LLC

CHAMPION FINANCIAL & TAX SERVICES, LLC

Advisory

NJ

Data as of Apr 2, 2025 · Source: SEC Form ADV

Rank in NJ

#687

of 775 advisers by AUM

Average account

$150K

across 200 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 2, 2025.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients100

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

100 clients

The full client-type breakdown and the share of AUM each category represents.

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

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TERADIME FINANCIAL LLC

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