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 registered investment adviser organized as a corporation and SEC-registered since 2003. The firm serves both individual and family clients as well as institutional accounts and functions as a capital allocator, combining fee-based portfolio management with financial planning and the selection of third-party managers. It also operates as an insurance broker and lists an industry affiliation with an insurance company. The firm reports active engagement with ESG considerations in its investment approach and employs a mix of fee arrangements (percentage of AUM, hourly, fixed and other fees).
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 1GREGG ABELLA
CEO & Portfolio ManagerCRD 3160155
Contacts
3 of 7FRANK ABELLA
Senior Vice President of Research and Portfolio ManagerCRD 3214727
THOMAS SHEPHERD
SVPCRD 4512250
Dekker Buckley
Operations AssociateCRD 8020102
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$83.2M in ETFs
64%
$53.2M
33%
$29.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $6.1M | 108,266 | 7.38% |
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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