WBI INVESTMENTS, LLC

One River Centre - 331 Newman Springs Road
Suite 105
Red Bank, New Jersey 07701
Tel: 732-842-4920

About WBI INVESTMENTS, LLC

WBI INVESTMENTS, LLC, formally registered with the SEC as WBI INVESTMENTS, LLC. The firm was established in 03/12/1985. They have over 1 offices throughout the country.

WBI INVESTMENTS, LLC is a Red Bank, New Jersey based Financial Planning firm with nearly $527,406,298 assets under management, offering retirement planning & investment advisory services to 1491 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106336
SEC#	801-22873
Assets Managed by Firm	$527,406,298
No. of Clients	1491
No. of Advisors	19

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Market timing services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1491	$527,406,298
Individuals (other than high net worth individuals)	838	$177,989,862
High net worth individuals	63	$147,821,872
Pension and profit sharing plans	1	$2,177,613
Charitable organizations	6	$1,354,158
Corporations or other businesses	5	$6,509,389

More Retirement Planning firms in Red Bank, New Jersey:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37

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