Overview
Assets Under Management: $264 million
Headquarters: METUCHEN, NJ
High-Net-Worth Clients: 136
Average Client Assets: $1 million
Frequently Asked Questions
INVESTMENT PARTNERS ASSET MANAGEMENT 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 #121812), INVESTMENT PARTNERS ASSET MANAGEMENT is subject to fiduciary duty under federal law.
INVESTMENT PARTNERS ASSET MANAGEMENT is headquartered in METUCHEN, NJ.
INVESTMENT PARTNERS ASSET MANAGEMENT serves 136 high-net-worth clients according to their SEC filing dated February 09, 2025. View client details ↓
According to their SEC Form ADV, INVESTMENT PARTNERS ASSET MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
INVESTMENT PARTNERS ASSET MANAGEMENT manages $264 million in client assets according to their SEC filing dated February 09, 2025.
According to their SEC Form ADV, INVESTMENT PARTNERS ASSET MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 136
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.99
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 535
Discretionary Accounts: 497
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 121812
Last Filing Date: 2025-02-09 00:00:00
Website: https://investmentpartners.com