Unclaimed Profile

Jr Lee W Minton

APPLIED PORTFOLIO MANAGEMENT·SPARTA, New Jersey

Clean recordAPPLIED PORTFOLIO MANAGEMENT

ONE A MAIN STREET SUITE ONE, SPARTA, NJ 07871CRD# 1015155Firm CRD# 104816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jr Lee W Minton · SPARTA, NJ

Registration

CRD #1015155 · APPLIED PORTFOLIO MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Wealth Management

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

APPLIED PORTFOLIO MANAGEMENT

MINTON INVESTMENT MANAGEMENT

AUM

$230M

Regulatory assets under management

Employees

Total firm employees

View all advisors at APPLIED PORTFOLIO MANAGEMENT →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1015155

Firm CRD# 104816

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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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