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Building 2WP ASSET MANAGEMENT

Map pinBEDMINSTER, NJ
Phone908-719-8800
NotebookSEC #801-125014
Total AUM
$115.3M
Employees
3
Clients
233

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
302 US-202
BEDMINSTER
NJ 07921
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
908-719-8800

ReceiptFinancials

Total AUM
$115.3M
Accounts
494
Discretionary
$101.1M
Accounts
471
Non-Discretionary
$14.2M
Accounts
23

ContactClients

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Individual Clients
133
AUM
$79.9M
HNW Individual Clients
44
AUM
$3.7M
Banking Clients
47
AUM
$10.6M
Pension/Profit Sharing Plan Clients
9
AUM
$21.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CANJNYTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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