Overview
Assets Under Management: $541 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 189
Average Client Assets: $1.7 million
Frequently Asked Questions
BPU INVESTMENT MANAGEMENT, INC. 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 #17058), BPU INVESTMENT MANAGEMENT, INC. is subject to fiduciary duty under federal law.
BPU INVESTMENT MANAGEMENT, INC. is headquartered in PITTSBURGH, PA.
BPU INVESTMENT MANAGEMENT, INC. serves 189 high-net-worth clients according to their SEC filing dated October 12, 2018. View client details ↓
According to their SEC Form ADV, BPU INVESTMENT MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BPU INVESTMENT MANAGEMENT, INC. manages $541 million in client assets according to their SEC filing dated October 12, 2018.
According to their SEC Form ADV, BPU INVESTMENT MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 189
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.93%
Average Client Assets: $1.7 million
Total Client Accounts: 1,855
Discretionary Accounts: 1,721
Non-Discretionary Accounts: 134
Regulatory Filings
CRD Number: 17058
Filing ID: 1245545
Last Filing Date: 2018-10-12 09:23:00