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SOUTHWIND ASSOCIATES OF NJ INC.

UUIDf991d730-a776-5f24-b6f2-c84ac4da0eb6
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 110371 110371 1.0
sec_file_number 801-57412 801-57412

Profile

Website
HQ City
HQ State
HQ Country
AUM (USD)
AUM As Of
Aliases:
  • VILLAFRANCO WEALTH MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)283,516,984.0
  • RAUM (discretionary)90,204,615.0
  • Actionable assets274,067,899.0
  • Accounts138.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM137,295,714.0
  • HNW AUM116,873,029.0

As of 2025-03-28 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.