RALPH S. MARGEL & ASSOCIATES, LLC
Legal name: MARGEL WEALTH MANAGEMENT
CRD #107430 SEC #801-77907 PARAMUS, NJ 201-843-0088
SEC Registered
Total AUM
$104.8M
Discretionary
$104.8M
Employees
2
Clients
51
Accounts
74
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARGEL, RALPH, SANDY | I | PRESIDENT | E | Control |
| MARGEL, RALPH, SANDY | I | MEMBER, COMPLIANCE OFFICER | E | Control |
| MARGEL, RALPH, SANDY | I | PRESIDENT | E | Control |
| MARGEL, RALPH, SANDY | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MARGEL, RALPH, SANDY | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MARGEL, RALPH, SANDY | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MARGEL, RALPH, SANDY | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MARGEL, RALPH, SANDY | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MARGEL, RALPH, SANDY | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MARGEL, RALPH, SANDY | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MARGEL, RALPH, SANDY | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 27, 2019 REGISTERED
Notice Filings (3)
NJ NY TX
Address
28 FARVIEW TERRACEPARAMUS, NJ 07652
United States
Phone: 201-843-0088