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INVESTMENT PARTNERS ASSET MANAGEMENT
METUCHEN, NJ
732-205-0391
SEC #801-61906Total AUM
$333.4M
Employees
6Clients
257Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10 STATION PLACE
METUCHEN
NJ 08840
United States
METUCHEN
NJ 08840
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
732-205-0391
Other Offices
1
Financials
Total AUM
$333.4M
Accounts
605Discretionary
$320.9M
Accounts
574Non-Discretionary
$12.5M
Accounts
31
Clients
Individual Clients
93AUM
$20.6M
HNW Individual Clients
148AUM
$256.5M
Pension/Profit Sharing Plan Clients
4AUM
$5M
Charitable Organization Clients
10AUM
$38.3M
Corporation or Business Clients
2AUM
$13M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEE SCHEDULE D - MISCELLANEOUS
Compliance
Disclosures
None reported
State Registrations
AZFLGALAMANCNHNJNMNYSCTXVAVT
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.