INVESTMENT PARTNERS ASSET MANAGEMENT

10 Station Place
Metuchen, New Jersey 08840
Tel: 732-205-0391

About INVESTMENT PARTNERS ASSET MANAGEMENT

INVESTMENT PARTNERS ASSET MANAGEMENT, formally registered with the SEC as INVESTMENT PARTNERS ASSET MANAGEMENT. The firm was established in 03/28/2003. They have over 2 offices throughout the country.

INVESTMENT PARTNERS ASSET MANAGEMENT is a Metuchen, New Jersey based Financial Planning firm with nearly $263,774,183 assets under management, offering retirement planning & investment advisory services to 535 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121812
SEC#	801-61906
Assets Managed by Firm	$263,774,183
No. of Clients	535
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	535	$263,774,183
Individuals (other than high net worth individuals)	97	$16,841,495
High net worth individuals	136	$197,812,346
Pension and profit sharing plans	4	$4,503,712
Charitable organizations	9	$33,632,760
Corporations or other businesses	2	$10,983,870

More Retirement Planning firms in Metuchen, New Jersey:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PGIM, INC. 655 Broad St. Newark, NJ, 07102	$1,014,741,753,029	1021	1705
UBS FINANCIAL SERVICES INC. 1200 Harbor Boulevard Weehawken, NJ, 07086	$702,387,082,915	1093486	12701
MANAGED ACCOUNT ADVISORS LLC 101 Hudson Street Jersey City, NJ, 07302	$691,908,159,462	1840565	61
METLIFE INVESTMENT MANAGEMENT, LLC One Metlife Way Whippany, NJ, 07981	$499,516,358,508	637	925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483

Explore More Retirement Advisors in Metuchen, New Jersey

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.