Overview
Assets Under Management: $264 million
Headquarters: METUCHEN, NJ
High-Net-Worth Clients: 136
Average Client Assets: $1 million
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