Assets Under Management
$144.9M
Number of Clients
166
Number of Advisors
2
Average Client AUM
$873K
AUM per Advisor
$72.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
CyborgWealth provides comprehensive financial planning, financial analysis of specific topics, ongoing wealth management, and investment management supervisory services. They refer clients to other advisors, including affiliate WBI Investments. Services are tailored to individual needs, with clients retaining discretion over implementation.
One River Centre - 331 Newman Springs Road, Suite 105, Red Bank, NJ, 07701