Supportive Financial, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Ramsey, New Jersey
CRD number
329195
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 59%, Exchange Traded Equities 18%, Cash & Cash Equivalents 14%, US Government Bonds 6%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%59%
  • Public Funds/Mutual Funds59%
  • Exchange Traded Equities18%
  • Cash & Cash Equivalents14%
  • US Government Bonds6%
  • Investment Grade Corp Bonds2%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth