IBEX WEALTH ADVISORS, LLC

BEDMINSTER, New Jersey·6 registered advisors·CRD# 168674
SEC# 801-789711908-849-4800
01

Firm Overview

AUM
$710M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at IBEX WEALTH ADVISORS, LLC

6 registered advisors
Annu E Mccarthy
LEBANON, New Jersey
Daniel Michael Rosenthal
LEBANON, New Jersey
Glenn Edward Stephenson
BEDMINSTER, New Jersey
James John Varaklis
BEDMINSTER, New Jersey
Philip Francis Rongo
BEDMINSTER, New Jersey
Steven Thomas Mcgovern
LEBANON, New Jersey
05

Office Locations

BEDMINSTER, New Jersey
3 advisors
LEBANON, New Jersey
3 advisors

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Data sourced from SEC Form ADV filings. IBEX WEALTH ADVISORS, LLC (CRD# 168674) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.