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WBI INVESTMENTS, LLC
RED BANK, NJ
732-842-4920
SEC #801-22873Total AUM
$539.6M
Employees
13Clients
796Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE RIVER CENTRE - 331 NEWMAN SPRINGS ROAD
SUITE 143
RED BANK
NJ 07701
United States
SUITE 143
RED BANK
NJ 07701
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
732-842-4920
Financials
Total AUM
$539.6M
Accounts
1,533Discretionary
$539.6M
Accounts
1,533Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
701AUM
$146.7M
HNW Individual Clients
58AUM
$130.5M
Investment Company Clients
1AUM
$140.5M
Pooled Vehicle Clients
1AUM
$159.6K
Pension/Profit Sharing Plan Clients
2AUM
$2.9M
Charitable Organization Clients
4AUM
$1.3M
Corporation or Business Clients
3AUM
$2.8M
Other Clients
26AUM
$114.7M
Description of Other Clients
MODEL PORTFOLIOS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPublications
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOCTFLGAHIIAILINKYLAMAMDMIMNMONCNENHNJNYOHOKORPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.