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Thomas William Shepherd

INVESTMENT PARTNERS ASSET MANAGEMENT·METUCHEN, New Jersey
Clean recordINVESTMENT PARTNERS ASSET MANAGEMENT
10 STATION PLACE, METUCHEN, NJ 08840CRD# 4512250Firm CRD# 121812

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas William Shepherd · METUCHEN, NJ
Registration
CRD #4512250 · INVESTMENT PARTNERS ASSET MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at INVESTMENT PARTNERS ASSET MANAGEMENT

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

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