WP ASSET MANAGEMENT - Financial Advisor in New Jersey, Bedminster

Tel: 908-719-8800 302 Us-202 Bedminster, New Jersey 07921

About 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

Firm CRD#:

279034

Firm SEC#:

801-125014

Assets Under Management:

$143,312,915

No. of Clients:

366

No. of Advisors:

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 FEES)

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Top Financial Advisory Firms in New Jersey, Bedminster

FirmCRD#:288232

SEC#:801-110841

No. of Advisors:4

No. of Clients:387

AUM:$179,205,556

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

HERITAGE FINANCIAL COUNSELORS, LLC

288232

801-110841

387

$179,205,556

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