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

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MANAGED ACCOUNT ADVISORS LLC 101 Hudson Street Jersey City, NJ, 07302	$691,908,159,462	1840565	61
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BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483

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