Portfolio Evaluations Inc
Legal Name: PORTFOLIO EVALUATIONS, INC.
Full Contact Details
Portfolio Evaluations Inc
15 INDEPENDENCE BOULEVARD, WARREN, NJ
973-538-4347
973-538-0935
Other Info
Portfolio Evaluations Inc is a New Jersey corporation with 46 employees, 38 of whom serve in advisory roles. The firm serves 220 clients and its SEC status is currently listed as Approved, with a registration date of March 30, 2009.
Retirement Plan and Nonprofit Advisory Services Warren NJ | CAPTRUST
CAPTRUST’s Warren-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.
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Direct Owners
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ATTILA THOMAS TOTH
CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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MICHAEL ALLEN SASSO
PRINCIPAL owns more than 25% but less than 50%
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RICHARD TORBINSKI
PRINCIPAL owns more than 25% but less than 50%