WBI Investments, LLC
Firm details
- Headquarters
- Red Bank, New Jersey
- CRD number
- 106336
- Registered since
- March 12, 1985
- Website
- wbiinvestments.com
- Custodians
- PERSHING LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals27.2%
- Investment Companies26.04%
- HNWI24.18%
- Other21.26%
- Pension & Profit Sharing Plans0.54%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
WBI Investments, LLC is a privately held limited liability company that has operated as an SEC-registered investment adviser since 1985. The firm functions as a capital allocator serving both individual and family clients as well as institutional accounts. Its revenue model is primarily a percentage-of-assets-under-management fee. WBI also acts as an insurance broker and provides a range of advisory services that include discretionary portfolio management for individuals, small businesses and institutions; selection and oversight of other advisers; publication of periodicals or newsletters; market timing services; and educational seminars and workshops. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.
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
- Exchange Traded Equities51%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents4%
- Other1%
Owners & executives
3 of 3
Eric Hedenburg
Chief Technology OfficerCRD 4103029
Donald Schreiber
CEOCRD 1076885
Matthew Schreiber
Chief Executive OfficerCRD 5614890
Contacts
3 of 5
Ann Schreiber
SecretaryCRD 5984545
William Gerics
TraderCRD 5402059
Robert Morgan
Regional DirectorCRD 1651170
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$196M in ETFs
62%
$121M
32%
$75.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WBI POWER FACTOR HIGH DIVIDEND ETF (WBIY) | Passive | Mid Cap Value | $30.1M | 861,831 | 15.33% |
Location
Red Bank, NJ
Monmouth
Location
Red Bank, NJ
Headquartered in Red Bank, 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
- 1 River Centre 331 Newman Spgs Rd
- Time zone
- ET (UTC-5)
- Office locations
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