Economic Concepts Advisory Services Inc (Annandale)

Economic Concepts Advisory Services Inc is an adviser based in Annandale. It manages $42.24 million of regulatory assets for 85 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Jersey.

Economic Concepts Advisory Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Economic Concepts Advisory Services: assets under management

The assets under management (AUM) of Economic Concepts Advisory Services Inc is $42.24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $42.24 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $496.9 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Economic Concepts Advisory Services Inc for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Economic Concepts Advisory Services Inc

Ronald William Subber has been acting as President since 1 Feb 1980. Brian David Fischer joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald William Subber	President	1 Feb 1980	75% - 100%	439297
Brian David Fischer	Senior vice president	1 Oct 1985	Other	1065308
Scott Everett Cooper	Vice president	1 Aug 1998	Other	2064996
Brian David Fischer	President	1 Oct 2001	50% - 75%	1065308

Based in Annandale

The principal office where Economic Concepts Advisory Services Inc performs its advisory services is located at 67 Beaver Ave, Annandale, NJ 08801 0584 The mailing address of the firm is Po Box 584, Annandale, NJ 08801 0584. It doesn’t run an office outside of the United States.