RIA IntelAdvisersNew JerseyFINANCIAL ENGINEERING LLC

FINANCIAL ENGINEERING LLC

Advisory

NJ

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account
$62K
across 7 accounts
AUM per adviser
$437K
1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$437K
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$437K
Discretionary AUM$0
Non-Discretionary AUM$437K
Discretionary %0%
Total Clients4
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
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.

FALCONE INVESTMENTS LLC
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$400K
NAVESINK ADVISORS LLC
$400K
GEMINI MANAGEMENT & RESEARCH LLC
HOBOKEN, NJ
$350K
WESTPEAK FINANCIAL LLC
$349K
COROLLARY CAPITAL LLC
$534K

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