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Philip Francis Rongo

IBEX WEALTH ADVISORS, LLC·BEDMINSTER, New Jersey
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135 US HIGHWAY 202 206, BEDMINSTER, NJ 07921CRD# 1802064Firm CRD# 168674
01

About

Philip Francis Rongo is a registered financial advisor based in BEDMINSTER, New Jersey, affiliated with IBEX WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
IBEX WEALTH ADVISORS, LLC
IBEX WEALTH ADVISORS, LLC
AUM
$710M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at IBEX WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1802064
Firm CRD# 168674
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Philip Francis Rongo offer?
Philip Francis Rongo specializes in Financial Planning, Investment Management. Contact their office in BEDMINSTER, New Jersey for a consultation.
What are Philip Francis Rongo's credentials?
Philip Francis Rongo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Francis Rongo located?
Philip Francis Rongo is based in BEDMINSTER, New Jersey, working with IBEX WEALTH ADVISORS, LLC. Their office serves clients in the BEDMINSTER metropolitan area and surrounding communities.
How does Philip Francis Rongo charge for services?
Philip Francis Rongo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IBEX WEALTH ADVISORS, LLC?
IBEX WEALTH ADVISORS, LLC has approximately 9 employees and manages $710M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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