Nppg Plan Professionals, LLC

RIASEC RegisteredEst. 2023

Total AUM

$6.3B

Discretionary

$6.1B

97% of AUM

Avg account

$98M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Shrewsbury, New Jersey
CRD number: 324646
Registered since: April 6, 2023
Custodians: PRINCIPAL SECURITIES, INC., TRANSAMERICA CAPITAL, LLC, LINCOLN INVESTMENT
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans100%
Services: Pension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Nppg Plan Professionals, LLC is a limited liability company registered with the SEC in 2023 and positioned as an institutional registered investment adviser focused on serving institutional clients and retirement plans. The firm functions as a capital allocator and pension consultant, providing pension consulting services, manager selection, and educational seminars/workshops. Its fee arrangements include percentage-of-AUM billing, fixed fees and other fee structures. Industry affiliations listed for the firm include relationships with insurance companies and roles as sponsor, general partner or managing member of pooled investment vehicles. The firm is not identified as an active ESG investor. It describes itself as engaging in selection of other advisers, which points to a model that combines advisory oversight with delegated manager relationships for portions of client portfolios.