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Denise Paige Anderson

Ibex Wealth Advisors LLC

135 US Highway 202 206
Suite 4

Bedminster, NJ 07921

908-849-7900

Clarity, Consistency and Conviction

About Ibex Wealth Advisors LLC

IBEX WEALTH ADVISORS is an independent wealth management firm serving successful individuals, families and institutions. We pride ourselves in providing objective advice where the interests of our clients always come first. The firm rest on three pillars: clarity, consistency and conviction. Our business model is transparent, collaborative and strives to remove the mystery and confusion out of wealth management and financial planning.

See Disclosures

General Information

Firm Start Year

2012

No. of Employees

5-9

CRD#

2181856

Firm CRD#

168674

Insurance License#

1644617

Name of Broker/Dealer

LPL Financial LLC

Name of Custodial Firm

LPL Financial LLC

States Licensed in

AL, AZ, CO, CT, DE, FL, GA, IL, IN, MO, NV, NH, NJ, NY, NC, OH, OR, PA, SC, TX, VT, VA, WY

Years of Experience in Financial Services

30

Number of Years with Current Firm

5

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting

Services

Investment Types

Exchange Traded Funds (ETFs), Options & Futures, FOREX & Currency, Commodities, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Our Office, Phone, Email, Your Office, Video Conference

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

MBA

Securities Licenses

Series 6, Series 63, Series 65

Insurance and Annuity Licenses

Disability, Accident, Annuity, Health, Variable Annuity, Long Term Care, Variable Life, Life

Firm Information

Firm's Number of Clients

894

Assets Managed by Firm

$677mm

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Fee % Based on Assets

negotiable

Hourly Rate

$150-$300

Education

Masters of Business Adminstration - International Finance and Economics

Columbia University
01/1990 - 05/1991

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

LPL FinancialAdvisor.net Cash Solicitor Disclosure

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-solicitor-disclosure.pdf

Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1890010/financialadvisor-ibex-wealth-advisors-llc-detailed-disclosure

Disclaimer

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Ibex Wealth Advisors, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.