DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > new jersey > bedminster
WP ASSET MANAGEMENT
Tel: 908-719-8800
302 Us-202 Bedminster, New Jersey 07921
WP ASSET MANAGEMENT
WP ASSET MANAGEMENT is a Bedminster, New Jersey based financial advisory firm with nearly $143,312,915 in assets under management and provides investment advisory services for 366 clients. There are currently 1 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees, Other (SELECTION OF OTHER ADVISERS FEE
Firm CRD#:
279034
SEC#:
801-125014
No. of Clients:
366
Assets under Management
$143,312,915
No. of Advisors:
1
More Financial Advisory Firms in Bedminster, New Jersey
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| PGIM, INC. | 105676 | 1705 |
| MANAGED ACCOUNT ADVISORS LLC | 142558 | 61 |
| METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | 925 |
| BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | 1483 |
| PGIM INVESTMENTS LLC | 105670 | 558 |
| LORD, ABBETT & CO. LLC | 110391 | 789 |
More Firms in Bedminster, New Jersey >>