Gitterman & Associates Wealth Management, Llc

EST. AUM
$666,146,820

CONTACTS
6

CLIENT ACCOUNTS
558

Firm Details

Metro area North Jersey
CRD Number 153062
Website gittermanwealth.com
Client types

Overview

Gitterman Wealth Management, LLC, founded by professionals with over 25 years of experience in wealth management and pensions, is dedicated to serving individuals in the academic community, business owners, and high-net-worth clients across the United States. The firm provides value by offering peace of mind and expert guidance through the complexities of their clients' financial landscapes. Specializing in comprehensive and customized financial management solutions, Gitterman Wealth Management advises on assets exceeding $1 billion. Investment advisory services are provided through Gitterman Wealth Management, LLC, an independent firm registered with the SEC (CRD 153062), while associated persons are licensed to offer securities through Vanderbilt Securities, LLC, a member of FINRA/SIPC (CRD 5953). Gitterman Wealth Management, LLC and Vanderbilt Securities, LLC operate as separate and distinct federally regulated entities.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Gitterman & Associates Wealth Management, Llc

Platform Details

Investment Preferences

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