Matthew
Biedron
Oliver Luxxe Assets LLC
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About this Advisor
Matthew Biedron is a financial advisor operating in Gladstone, New Jersey who has 6 years of industry experience. Biedron is an employee of Oliver Luxxe Assets LLC. Over the course of their career, Biedron has held roles at Cavanaugh Marketing Network, New York Jets and Oliver Luxxe Assets LLC. Biedron holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in New Jersey. Oliver Luxxe Assets LLC is a company based in Gladstone, NJ. The firm has a total of nine financial advisors. It controls $609 million in assets between its 1,338 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 1,338 customer accounts, 45% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types charged by Oliver Luxxe Assets LLC can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oliver Luxxe Assets LLC Brokerage Details
$608,975,001
9
1,338
$455,138
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Matthew Biedron Work History
Matthew has been registered as a financial advisor for 6 years.*
Oliver Luxxe Assets LLC
Oliver Luxxe Assets LLC
Cavanaugh Marketing Network
New York Jets
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Biedron to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oliver Luxxe Assets LLC
Gladstone, NJ
Gladstone, NJ
Gladstone, NJ
Gladstone, NJ
Gladstone, NJ
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