Bugen Stuart Korn & Cordaro Inc (Chatham)

Name: Bugen Stuart Korn & Cordaro Inc
Address: 1 Main Street, Chatham, NJ, 07928
Telephone: 973-635-7070

Bugen Stuart Korn & Cordaro Inc is a large advisory firm based in Chatham. It manages $414.21 million of regulatory assets for 491 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, New Jersey, Pennsylvania, and Vermont.

Bugen Stuart Korn & Cordaro provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bugen Stuart Korn & Cordaro: assets under management

The assets under management (AUM) of Bugen Stuart Korn & Cordaro Inc is $414.21 million. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $372.25 million in discretionary accounts and $41.96 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $844.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $839.14 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bugen Stuart Korn & Cordaro Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bugen Stuart Korn & Cordaro Inc

James Richard Foster Marlow has been acting as President since 1 Oct 2000. David Henry Bugen joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Marchand Stuart	Executive vice president	1 Feb 1987	25% - 50%	438875
Christopher Joseph Cordaro	Vice president	1 Dec 1992	Other	1247601
David Henry Bugen	Executive vice president	1 Apr 1997	25% - 50%	34838
William Tyndale Knox	Principal	1 Jan 1999	Other	2425413
James Richard Foster Marlow	President/ceo	1 Oct 2000	Other	4332902
Lawrence Korn	Deleted	1 Dec 2000	Other	274040
Economic Benefits Corps.	Deleted	1 Dec 2000	Other	22-2771374
David Henry Bugen	Vice president	1 Aug 2001	25% - 50%	34838
Edward Marchand Stuart	Vice president	1 Aug 2001	25% - 50%	438875
Christopher Joseph Cordaro	Vice president	1 Aug 2001	Other	1247601
William Tyndale Knox	Vice president	1 Aug 2001	Other	2425413
James Richard Foster Marlow	President/ceo	1 Aug 2001	Other	4332902
Debra Lynn Morrison	Vice president	1 Aug 2001	Other	863640

Based in Chatham

The principal office where Bugen Stuart Korn & Cordaro Inc performs its advisory services is located at 1 Main Street, Chatham, NJ 07928, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973-635-7070 or by fax 973-635-0079. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.bskc.com.