With more than 25 years of wealth management and pension experience, the founders of Gitterman Wealth Management, LLC are proud to serve individuals in the academic community, business owners and high net worth clients throughout the United States.
Our firm brings value to our clients by providing them with peace of mind as we guide them through the unique perspectives of their financial landscape. We specialize in providing comprehensive, customized financial management solutions advising on more than $1 billion in assets*.
Investment advisory services are offered through Gitterman Wealth Management, LLC an independent investment advisory firm registered with the SEC (CRD 153062). Associated persons of Gitterman Wealth Management, LLC are licensed with and offer securities through Vanderbilt Securities, LLC, member FINRA/SIPC, registered with MSRB (CRD 5953). Gitterman Wealth Management, LLC and Vanderbilt Securities, LLC are separate and distinct federally regulated entities. For more information see www.adviserinfo.sec.gov.
*Assets under advisement is defined as the firm's regulatory assets under management (which can be found on our current ADV Part 1 SEC filing and represents approximately half of our assets under advisement), plus assets on which the firm provides on-going consulting services (the New Jersey Alternate Benefit Program and brokerage accounts through Vanderbilt Securities). Gitterman Wealth Management became registered with the SEC as an Investment Advisory Firm April 2010.
Company Details
- Employees
- 17
- Founded
- -
- Address
- 379 Thornall Street,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.gittermanwealth.com
- Keywords
- Financial Planning, Wealth Management, Retirement Income Planning, Investment Strategies, Estate Planning.
- HQ
- Edison, NJ
Gitterman Wealth Management, Llc Questions
Gitterman Wealth Management, Llc's website is http://www.gittermanwealth.com
Gitterman Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/gittermanmanagement
Gitterman Wealth Management, Llc has
17 employees.
View email and phone details for 17
employees at Gitterman Wealth Management, Llc.
Gitterman Wealth Management, Llc's industry is
Financial Services
Gitterman Wealth Management, Llc's top competitors are
Altfest Personal Wealth Management,
Tideline,
Ap Wealth Management,
Withum Wealth Management,
Evercore Wealth Management,
Apollon Wealth Management, Llc,
Modera Wealth Management,
American Wealth Management,
Gold Family Wealth,
Paceline Wealth Management, Llc.
Gitterman Wealth Management, Llc's categories are Financial Services
Gitterman Wealth Management, Llc's founding year is 1989
