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Building 2NPA ASSET MANAGEMENT, LLC

Map pinFAIR LAWN, NJ
Phone201-476-0029
NotebookSEC #801-66006
Total AUM
$1.1B
Employees
68
Clients
2,746

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
32-16 BROADWAY 2ND FLOOR
FAIR LAWN
NJ 07410
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
201-476-0029
Other Offices
10

ReceiptFinancials

Total AUM
$1.1B
Accounts
2,746
Discretionary
$544M
Accounts
1,640
Non-Discretionary
$520.8M
Accounts
1,106

ContactClients

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Individual Clients
1,416
AUM
$309.9M
HNW Individual Clients
877
AUM
$525.8M
Pension/Profit Sharing Plan Clients
376
AUM
$158M
Charitable Organization Clients
3
AUM
$2.3M
Corporation or Business Clients
74
AUM
$68.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TACTICAL ASSET ALLOCATION
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
CACTFLGAILKSNCNJNYPAPRRITNTXVA

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

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