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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Sept. 2, 2017
    • $840.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $654.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

6

name start date
Joe W Kwok
September 2010
John Joseph Murphy
November 2003
Peter Jonathan Lewis
January 2008
Marc Neuschatz
August 2013
Cameron Scott Murphy
October 2014

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Peapack-Gladstone Bank -- --
    Peapack-Gladstone Mortgage Group, Inc. -- --
    Pgp Trust & Investments of Delaware -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      John Joseph Murphy President, Secretary (7/2017) And Treasurer October, 1983 less than 5%
      Peter Jonathan Lewis Chief Compliance Officer/Senior Managing Director August, 2013 less than 5%
      Joe W Kwok Senior Managing Director August, 2017 less than 5%
      Cameron Scott Murphy Senior Managing Director August, 2017 less than 5%
      Thomas Wayne Myers Managing Director August, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets