Overview
Assets Under Management: $891 million
Headquarters: WARREN, NJ
High-Net-Worth Clients: 294
Average Client Assets: $1.8 million
Frequently Asked Questions
AEPG WEALTH STRATEGIES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109859), AEPG WEALTH STRATEGIES is subject to fiduciary duty under federal law.
AEPG WEALTH STRATEGIES is headquartered in WARREN, NJ.
AEPG WEALTH STRATEGIES serves 294 high-net-worth clients according to their SEC filing dated March 08, 2018. View client details ↓
According to their SEC Form ADV, AEPG WEALTH STRATEGIES offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
AEPG WEALTH STRATEGIES manages $891 million in client assets according to their SEC filing dated March 08, 2018.
According to their SEC Form ADV, AEPG WEALTH STRATEGIES serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 294
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.98%
Average Client Assets: $1.8 million
Total Client Accounts: 1,463
Discretionary Accounts: 1,410
Non-Discretionary Accounts: 53
Regulatory Filings
CRD Number: 109859
Filing ID: 1185511
Last Filing Date: 2018-03-08 13:29:00