Gitterman Wealth Management

Financial Services - Edison, NJ, US

Gitterman Wealth Management Employees
Gary Davis

Chief Operating Officer, Chief Compliance Officer

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Andrew Appel

Creative Director - SMART Investing Services

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Ted Hoffman

Associate Wealth Manager

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Gitterman Wealth Management Senior Management
Gary Davis

Chief Operating Officer, Chief Compliance Officer

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Gitterman Wealth Management Details

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.

Gitterman Wealth Management logo, Gitterman Wealth Management contact details
Employees: 20 - 49
HQ: 848-248-4405
Location: Edison, NJ, US
Revenue: 2.5 - 5 Million
Financial Planning Wealth Management Retirement Income Planning Investment Strategies Estate Planning Financial Services Financial Advisory Services
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