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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
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