Investment Partners Asset Management

Investment Partners Asset Management (CRD# 121812) is a financial advisory firm headquartered in Metuchen, NJ. They manage $91,580,556 in 268 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $341,718
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NH, NJ, NY, SC, VA, VT

Financial Advisors at Investment Partners Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
Frank J. Abella
CRD#: 1852802
10 Station Place, Metuchen, NJ 08840
93
Wealthminder
score

Frank Abella (CRD# 1852802) is an Investment Advisor Representative working at Investment Partners Asset Management in Metuchen, NJ and has over 26 years of experience in the finance industry.

2
Frank J. Abella
CRD#: 3214727
Williamsburg, VA
93
Wealthminder
score

Frank Abella (CRD# 3214727) is an Investment Advisor Representative working at Investment Partners Asset Management in Williamsburg, VA and has over 18 years of experience in the finance industry.

3
Gregg T. Abella
CRD#: 3160155
10 Station Place, Metuchen, NJ 08840
93
Wealthminder
score

Gregg Abella (CRD# 3160155) is an Investment Advisor Representative working at Investment Partners Asset Management in Metuchen, NJ and has over 18 years of experience in the finance industry.

4
Thomas W. Shepherd
CRD#: 4512250
10 Station Place, Metuchen, NJ 08840
93
Wealthminder
score

Thomas Shepherd (CRD# 4512250) is an Investment Advisor Representative working at Investment Partners Asset Management in Metuchen, NJ and has over 15 years of experience in the finance industry.

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