Oliver Luxxe Assets LLC
Legal Name: OLIVER LUXXE ASSETS LLC
Full Contact Details
Oliver Luxxe Assets LLC
17 MENDHAM ROAD, SUITE 200, GLADSTONE, NJ
908-741-4884
908-741-4902
Other Info
Oliver Luxxe Assets LLC, also known as OLIVER LUXXE ASSETS LLC, is a legally registered Delaware Limited Liability Company with 7 employees, consisting of 5 advisory roles. Though the number of clients served is unknown, the firm's last reported SEC status, as of Nov 18, 2013, is approved.
Registered Investment Advisors in New Jersey - Oliver Luxxe Assets
Navigating competitive and secure markets with an investment approach tailored to the unique needs and comforts of our clients, we offer them the freedom to pursue what they value most in life.
Direct Owners
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BRAD DAVID JACOBSON
PRINCIPAL & MANAGING MEMBER owns more than 50% but less than 75%
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JAMES RICHARD LYNCH
PRINCIPAL & MEMBER owns more than 25% but less than 50%
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JOSEPH MICHAEL SHARMA
CHIEF INVESTMENT OFFICER owns less than 5%
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LAURA LEE FLANAGAN
CHIEF COMPLIANCE OFFICER owns less than 5%
Top Holdings
- CISCO SYSTEMS INC $4,659k
- Apple Inc $4,538k
- PFIZER INC $4,430k
- HONEYWELL INTL INC $4,419k
- CITIGROUP INC $3,846k
- TARGET CORPORATION $3,718k
- MERCK & CO INC $3,671k
- EXPEDIA GROUP INC $3,578k
- PHILIP MORRIS INTL $3,544k
- Chevron Corp $3,482k