Traphagen Investment Advisors LLC
● SEC registered since 1999CRD 107764SEC# 801-56130Oradell, NJ
Reg. AUM
$2.28B
Employees
18
Accounts
2,038
Location
Oradell, NJ
Traphagen Investment Advisors LLC assets under management
Traphagen Investment Advisors LLC is an SEC-registered investment adviser based in Oradell, NJ. The firm has been registered since 1999. It reports $2.3 billion in regulatory assets under management and employs 18 people.
Traphagen Investment Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James A. Lawrence | Member | Under 5% | 1998 |
| Robert J. Traphagen | Member | 5-10% | 1998 |
| V. Peter Traphagen Control | General Member, Chief Compliance Officer | Over 75% | 1997 |
Frequently asked questions
How much does Traphagen Investment Advisors LLC manage?
Traphagen Investment Advisors LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Traphagen Investment Advisors LLC have?
Traphagen Investment Advisors LLC reports 18 employees.
Where is Traphagen Investment Advisors LLC located?
Traphagen Investment Advisors LLC is based in Oradell, NJ and has been SEC-registered since 1999.
Does Traphagen Investment Advisors LLC disclose fund performance?
Traphagen Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 234 Kinderkamack Rd, Oradell, NJ 07649 |
| Phone | 201-262-1040 |
| Fax | 201-350-0090 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2023380 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.28B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$2.28Bregulatory AUM
Discretionary $2.17BNon-discretionary $105.7M