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Frank James Abella

INVESTMENT PARTNERS ASSET MANAGEMENT·METUCHEN, New Jersey
SIE, Series 7, Series 7TO, Series 24, Series 28, Series 63, Series 66, Series 99TOClean record24 years registeredINVESTMENT PARTNERS ASSET MANAGEMENT
10 STATION PLACE, METUCHEN, NJ 08840CRD# 1852802Firm CRD# 121812

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frank James Abella · METUCHEN, NJ
Registration
CRD #1852802 · INVESTMENT PARTNERS ASSET MANAGEMENT · 24 years registered
Brand Profile
Not yet started
01

Career History

INVESTMENT PARTNERS ASSET MANAGEMENT
Jul 2002 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 28
Series 63
Series 66
Series 99TO
Registration record
First registered · July 19, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INVESTMENT PARTNERS ASSET MANAGEMENT
CRD 121812 · SEC 801-61906
AUM
$225M
Regulatory assets under management
Employees
5
491 client accounts
Services offered by INVESTMENT PARTNERS ASSET MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INVESTMENT PARTNERS ASSET MANAGEMENT →
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05

Frequently Asked Questions

What services does Frank James Abella offer?
Frank James Abella specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in METUCHEN, New Jersey for a consultation.
What are Frank James Abella's credentials?
Frank James Abella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frank James Abella located?
Frank James Abella is based in METUCHEN, New Jersey, working with INVESTMENT PARTNERS ASSET MANAGEMENT. Their office serves clients in the METUCHEN metropolitan area and surrounding communities.
How does Frank James Abella charge for services?
Frank James Abella's firm is compensated through percentage of aum, hourly charges, subscription fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT PARTNERS ASSET MANAGEMENT?
INVESTMENT PARTNERS ASSET MANAGEMENT has approximately 5 employees and manages $225M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INVESTMENT PARTNERS ASSET MANAGEMENT

Gregg Thomas Abella
METUCHEN, NJ
Thomas William Shepherd
METUCHEN, NJ
Frank James Abella
METUCHEN, NJ

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