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MOLOTSKY TAX ADVISORY GROUP, LLC
CRD 144292
1010 HADDONFIELD BERLIN ROAD, SUITE 305, VOORHEES, NJ, 08043, United States
Phone
856-454-5110
Fax
856-854-2483
Registration
— (—)
Source
State registered
Total AUM
$27.0M
Discretionary AUM
$19.8M
Team
1 total employees; 1 advisory reps; 14 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)THIRD PARTY MONEY MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 131 | $16.3M |
| High net worth individuals | 3 | $10.8M |
All web addresses on file
Official SEC filing: View on IAPD