Bellwether Consulting LLC (Millburn)

Name: Bellwether Consulting LLC
Address: 75 Main Street, Millburn, NJ, 07041
Telephone: 646-205-9346

Bellwether Consulting LLC is a pension cosultant based in Millburn. It has been registered with the SEC as an adviser since 2001.

Bellwether Consulting provides pension consulting services, selection of other advisers, publication of newsletters, and performance reporting & market commentary. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bellwether Consulting LLC for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bellwether Consulting serves?

The only and largest group of clients of Bellwether Consulting is pension and profit sharing plans with 18 clients and $0 of assets under management. Among the 3 most similar advisory firms, Bellwether Consulting has the highest percentage of pension and profit sharing plans out of all clients.

None of the firm’s clients are foreign persons or businesses.

Bellwether Consulting doesn't advise any private funds.

Careers at Bellwether Consulting LLC

The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jacob Leon Finkel joined the executive team most recently as the Investment Consultant.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Keith Allan Hocter	Chief executive officer	1 Feb 2001	25% - 50%	2873606
Scott Jaime Cohen	Chief financial officer	1 Apr 2001	25% - 50%	3113340
Colleen Ann Procyk	Llc manager	1 Apr 2001	25% - 50%	3109268
Stacy Pamela Allen	Llc manager	1 Apr 2001	25% - 50%	3121275
Colleen Ann Procyk	Llc member	1 Jul 2004	Other	3109268
Lynda Marie Sandersen	Llc mananger	1 Jul 2004	25% - 50%	2669285
Lynda Marie Sandersen	Chief compliance officer	1 Dec 2006	25% - 50%	2669285
Jacob Leon Finkel	Investment consultant	1 Jan 2019	25% - 50%	5132527

Based in Millburn

The principal office where Bellwether Consulting LLC performs its advisory services is located at 75 Main Street, Millburn, NJ 07041 The mailing address of the firm is Po Box 31, Millburn, NJ 07041. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-205-9346 or by fax 646-205-9346. The normal business hours are by appointment between 9:00 am and 5:00 pm on Monday - Friday. You can find more information about the New York firm at bellwetherconsulting.net.