65 And Sunny! Registered Investment Advisors, LLC

65 And Sunny! Registered Investment Advisors, LLC (CRD# 175256) is a financial advisory firm headquartered in Hampton, NJ. They manage $2,000,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
53 Frontage Road, 1st Floor, Hampton, NJ 08827
http://www.65andsunnymedicaresavings.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $400,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at 65 And Sunny! Registered Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Pierce, financial advisor Bedminster NJ
Michael J. Pierce
CRD#: 1217046
90 Washington Valley Road, Bedminster, NJ 07921

Michael Pierce (CRD# 1217046) is an Investment Advisor Representative working at 65 And Sunny! Registered Investment Advisors, LLC in Bedminster, NJ and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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