NPPG PLAN PROFESSIONALS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$6.3B
Discretionary
$6.1B
97% of AUM
Avg account
$98M
Accounts
64
Employees
2
Advisory reps
2

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 domestic limited liability company that functions primarily as an institutional pension consultant and capital allocator. The firm is SEC-registered (registration year listed as 2023) and provides pension consulting, selection-of-other-adviser services, and educational seminars and workshops for plan sponsors and institutional clients. Its fee arrangements include percentage-of-AUM, fixed fees, and other fee structures. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Private Funds 33%67%
  • Public Funds/Mutual Funds67%
  • Private Funds33%

Owners & executives

2 of 2
  • GREGORY WOODS

    Chief Compliance OfficerCRD 2911439

  • MICHAEL SALERNO

    Founder & CEOCRD 2553510

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SHREWSBURY, NJ

MONMOUTH

Location

SHREWSBURY, NJ

Headquartered in SHREWSBURY, 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
494 Sycamore Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth