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INVESTMENT PARTNERS ASSET MANAGEMENT
INVESTMENT PARTNERS ASSET MANAGEMENT
METUCHEN, New Jersey
·
4 registered advisors
·
CRD# 121812
SEC# 801-61906
1
732-205-0391
01
Firm Overview
AUM
$225M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEE SCHEDULE D - MISCELLANEOUS
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at INVESTMENT PARTNERS ASSET MANAGEMENT
4 registered advisors
Frank James Abella
METUCHEN, New Jersey
CRD# 1852802
Frank James Abella
METUCHEN, New Jersey
CRD# 3214727
Gregg Thomas Abella
METUCHEN, New Jersey
CRD# 3160155
Thomas William Shepherd
METUCHEN, New Jersey
CRD# 4512250
05
Office Locations
METUCHEN, New Jersey
4 advisors
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Data sourced from SEC Form ADV filings. INVESTMENT PARTNERS ASSET MANAGEMENT (CRD# 121812) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.