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Peter J. Nagle, R.I.A. (Little Silver)


Peter J. Nagle, R.I.A. is an adviser based in Little Silver. It manages $3.5 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New Jersey.

Peter J. Nagle, R.I.A provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Peter J. Nagle, R.I.A: assets under management

The assets under management (AUM) of Peter J. Nagle, R.I.A. is $3.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $140 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Peter J. Nagle, R.I.A. for their services and products based on a percentage of assets under management 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.

Based in Little Silver

The principal office where Peter J. Nagle, R.I.A. performs its advisory services is located at 57 Willow Drive, Little Silver, NJ 07739, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 732-319-0282 or by fax 732-212-2819. The normal business hours are 8:30am-4:30pm est on Monday - Friday.


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