ARPP

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
FREEHOLD, New Jersey
CRD number
145291
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Arpp operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm positions itself as a capital allocator for individual and family clients, combining traditional advisory services with insurance distribution. Compensation appears flexible: the firm uses asset‑based fees alongside hourly, fixed, commission and other fee arrangements, which suggests it adapts billing to client needs and product types. Advisory activities include financial planning, portfolio management for individuals, small businesses and institutional clients, plus the selection of outside advisers and delivery of educational seminars or workshops. Arpp is also active as an insurance broker and other financial‑product salesperson, which aligns with its use of annuity products in client portfolios. The firm is not identified as an active ESG investor and is not listed as a multi‑state or newly formed adviser in the provided dataset.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • ZAK SHAIK

    Registered RepresentativeCRD 2652028

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FREEHOLD, NJ

MONMOUTH

Location

FREEHOLD, NJ

Headquartered in FREEHOLD, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MONMOUTH
Address
200 Village Center Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth