Point VIEW Wealth Management Inc
Legal Name: POINT VIEW WEALTH MANAGEMENT, INC.
Full Contact Details
Point VIEW Wealth Management Inc
382 SPRINGFIELD AVENUE, SUITE 208, SUMMIT, NJ
908-598-1717
419-844-0922
Other Info
Point VIEW Wealth Management Inc, a New Jersey corporation, has been approved by the SEC since February 17, 1993. The firm has 5 employees, with 4 being advisors, but the number of clients served by the firm is unknown.
Website
Website
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Direct Owners
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CLAIRE ELLEN TOTH
VP AND TREASURER owns less than 5%
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DAVID GODDEN DIETZE
PRESIDENT AND CHIEF INVESTMENT STRATEGIST owns less than 5%
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KAREN JOHANNA ALVARADO
CHIEF COMPLIANCE OFFICER owns less than 5%
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PEAPACK-GLADSTONE BANK
SHAREHOLDER owns 75% or more
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TODD MARTIN POLAND
GENERAL COUNSEL/SECRETARY owns less than 5%
Indirect Owners
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PEPACK-GLADSTONE FINANCIAL CORPORATION
SHAREHOLDER owns 75% or more