AdvisorOS Directory
Claim Profile
TS

Thomas William Shepherd

INVESTMENT PARTNERS ASSET MANAGEMENT·METUCHEN, New Jersey
Unclaimed Profile
10 STATION PLACE, METUCHEN, NJ 08840CRD# 4512250Firm CRD# 121812
01

About

Thomas William Shepherd is a registered financial advisor based in METUCHEN, New Jersey, affiliated with INVESTMENT PARTNERS ASSET MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
INVESTMENT PARTNERS ASSET MANAGEMENT
INVESTMENT PARTNERS ASSET MANAGEMENT
AUM
$225M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at INVESTMENT PARTNERS ASSET MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 4512250
Firm CRD# 121812
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in METUCHEN?

Browse all registered financial advisors in METUCHEN, New Jersey or claim this profile if it's yours.

Browse METUCHEN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Thomas William Shepherd offer?
Thomas William Shepherd specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in METUCHEN, New Jersey for a consultation.
What are Thomas William Shepherd's credentials?
Thomas William Shepherd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas William Shepherd located?
Thomas William Shepherd 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 Thomas William Shepherd charge for services?
Thomas William Shepherd'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in METUCHEN
Frank James Abella — INVESTMENT PARTNERS ASSET MANAGEMENTFrank James Abella — INVESTMENT PARTNERS ASSET MANAGEMENTGregg Thomas Abella — INVESTMENT PARTNERS ASSET MANAGEMENTAndrew David Panko — TENON FINANCIAL LLCGlenn Alan Gawronski — BYRON PLACE CAPITAL MANAGEMENT, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile