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Jr Lee W Minton

APPLIED PORTFOLIO MANAGEMENT·SPARTA, New Jersey
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ONE A MAIN STREET SUITE ONE, SPARTA, NJ 07871CRD# 1015155Firm CRD# 104816
01

About

Jr Lee W Minton is a registered financial advisor based in SPARTA, New Jersey, affiliated with APPLIED PORTFOLIO MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
APPLIED PORTFOLIO MANAGEMENT
MINTON INVESTMENT MANAGEMENT
AUM
$230M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at APPLIED PORTFOLIO MANAGEMENT →
Services
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04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1015155
Firm CRD# 104816
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jr Lee W Minton offer?
Jr Lee W Minton specializes in Wealth Management, Fee-Only Advisory. Contact their office in SPARTA, New Jersey for a consultation.
What are Jr Lee W Minton's credentials?
Jr Lee W Minton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jr Lee W Minton located?
Jr Lee W Minton is based in SPARTA, New Jersey, working with APPLIED PORTFOLIO MANAGEMENT. Their office serves clients in the SPARTA metropolitan area and surrounding communities.
How does Jr Lee W Minton charge for services?
Jr Lee W Minton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APPLIED PORTFOLIO MANAGEMENT?
APPLIED PORTFOLIO MANAGEMENT has approximately 3 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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