J. B. Hanauer & Co. is a large advisory firm based in Parsippany. It manages $77.25 million of regulatory assets for 449 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 8 other states.
J. B. Hanauer & provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of J. B. Hanauer & Co. is $77.25 million. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay J. B. Hanauer & Co. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Greg Plifka has been acting as President since 1 Jun 1987. Mark Ellery Ringel joined the executive team most recently as the Chief Compliance Officer.
The principal office where J. B. Hanauer & Co. performs its advisory services is located at 4 Gatehall Dr., Parsippany, NJ 07054, which is also the mailing address of the firm. An additional office of the firm is in Tampa, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-829-1000 or by fax 973-829-1340. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.jbhanauer.com.