Investment Partners Asset Management
Firm details
- Headquarters
- Metuchen, New Jersey
- CRD number
- 121812
- Registered since
- March 28, 2003
- Website
- investmentpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI76.91%
- Charitable Organizations11.5%
- Individuals6.19%
- Corporations / Businesses3.89%
- Pension & Profit Sharing Plans1.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Investment Partners Asset Management is an independent, SEC-registered registered investment adviser (registered in 2003) organized as a corporation. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. It also operates as an insurance broker and charges clients via AUM-based fees as well as hourly, fixed, and other fee arrangements. The firm reports being an active ESG investor and describes itself as a capital allocator that uses third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities32%
- Cash & Cash Equivalents9%
- US Government Bonds3%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Gregg Abella
CEO & Portfolio ManagerCRD 3160155
Contacts
3 of 7
Thomas Shepherd
SVPCRD 4512250
Robert Voccola
SolicitorCRD 455215
Frank Abella
Senior Vice President of Research and Portfolio ManagerCRD 3214727
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$93.3M in ETFs
64%
$59.6M
33%
$33.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $6.6M | 117,538 | 7.08% |
Location
Metuchen, NJ
Middlesex
Location
Metuchen, NJ
Headquartered in Metuchen, 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
- Middlesex
- Address
- 10 Station Pl
- Time zone
- ET (UTC-5)
- Office locations
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