Matthew
Witschel
Buckman Advisory Group LLC
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About this Advisor
Matthew Witschel is a financial advisor based in Little Silver, New Jersey, working with Buckman Advisory Group LLC. Matthew has previously held positions at Hgk Asset Management and Buckman Buckman & Reid Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Matthew is part of Buckman Advisory Group LLC, which operates out of Little Silver, New Jersey. The firm has 1 office and 13 employees. The firm manages assets totaling $211.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Buckman Advisory Group LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Buckman Advisory Group LLC Brokerage Details
$211,896,696
13
810
$261,601
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Matthew Witschel Work History
Buckman Buckman & Reid Inc
Hgk Asset Management
Disclosures
Please visit the SEC profile of Matthew Witschel 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 Buckman Advisory Group LLC
Boca Raton, FL
North Palm Beach, FL
Little Silver, NJ
Boca Raton, FL
Little Silver, NJ
Little Silver, NJ
Little Silver, NJ
Little Silver, NJ
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