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Traphagen Investment Advisors LLC

● SEC registered since 1999CRD 107764SEC# 801-56130Oradell, NJ
Export (members)
Reg. AUM
$1.9B
Employees
14
Accounts
1,964
Location
Oradell, NJ

Traphagen Investment Advisors LLC assets under management

Traphagen Investment Advisors LLC is an SEC-registered investment adviser based in Oradell, NJ. The firm has been registered since 1999. It reports $1.9 billion in regulatory assets under management and employs 14 people.

Traphagen Investment Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
James A. LawrenceMemberUnder 5%1998
Robert J. TraphagenMember5-10%1998
V. Peter Traphagen ControlGeneral Member, Chief Compliance OfficerOver 75%1997

Frequently asked questions

How much does Traphagen Investment Advisors LLC manage?

Traphagen Investment Advisors LLC reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Traphagen Investment Advisors LLC have?

Traphagen Investment Advisors LLC reports 14 employees.

Where is Traphagen Investment Advisors LLC located?

Traphagen Investment Advisors LLC is based in Oradell, NJ and has been SEC-registered since 1999.

Does Traphagen Investment Advisors LLC disclose fund performance?

Traphagen Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address234 Kinderkamack Rd, Oradell, NJ 07649
Phone201-262-1040
Fax201-350-0090
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
CIK2023380
Discloses disciplinary historyYes

Assets under management

Discretionary$1.8B
Non-discretionary$98.9M
Total (RAUM)$1.9B