Overview
Assets Under Management: $1.0 billion
Headquarters: FAIR LAWN, NJ
High-Net-Worth Clients: 873
Average Client Assets: $589,435
Frequently Asked Questions
NPA ASSET MANAGEMENT, LLC 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 #131534), NPA ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
NPA ASSET MANAGEMENT, LLC is headquartered in FAIR LAWN, NJ.
NPA ASSET MANAGEMENT, LLC serves 873 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, NPA ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
NPA ASSET MANAGEMENT, LLC manages $1.0 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, NPA ASSET MANAGEMENT, LLC 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
Clients
Number of High-Net-Worth Clients: 873
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.96
Average High-Net-Worth Client Assets: $589,435
Total Client Accounts: 2,855
Discretionary Accounts: 1,695
Non-Discretionary Accounts: 1,160
Regulatory Filings
CRD Number: 131534
Filing ID: 1966806
Last Filing Date: 2025-03-31 11:55:00
Website: https://nationwideplanning.com