Active
INVESTMENT PARTNERS ASSET MANAGEMENT
Investment Advice|METUCHEN, NJ
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$263.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 250.3M |
| Non-Discretionary | 13.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 121812 |
| SEC Number | 801-61906 |
| Street Address | 10 STATION PLACE |
| Location | METUCHEN, NJ 08840 |
| Country | United States |
| Phone | 732-205-0391 |
| Fax | 732-205-0395 |
| Total Employees | 6 |
| Business Types | insurance_broker |
Client Count by Type (248 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 136 |
| Individuals (other than H… | 97 |
| Charitable Organizations | 9 |
| Pension/Profit Sharing Pl… | 4 |
| Corporations/Businesses | 2 |
Community Partners
BOROUGH OF DUNELLEN
BOROUGH OF HELMETTA
BOROUGH OF HIGHLAND PARK
BOROUGH OF JAMESBURG
BOROUGH OF MATAWAN
BOROUGH OF METUCHEN
BOROUGH OF MIDDLESEX
BOROUGH OF MILLTOWN
BOROUGH OF SAYREVILLE
BOROUGH OF SOUTH PLAINFIELD
BOROUGH OF SOUTH RIVER
BOROUGH OF SPOTSWOOD
CITY OF NEW BRUNSWICK
CITY OF PERTH AMBOY
CITY OF SOUTH AMBOY
COUNTY OF MIDDLESEX
TOWNSHIP OF CRANBURY
TOWNSHIP OF EAST BRUNSWICK
TOWNSHIP OF EDISON
TOWNSHIP OF MONROE
BOROUGH OF DUNELLEN
BOROUGH OF HELMETTA
BOROUGH OF HIGHLAND PARK
BOROUGH OF JAMESBURG
BOROUGH OF MATAWAN
BOROUGH OF METUCHEN
BOROUGH OF MIDDLESEX
BOROUGH OF MILLTOWN
BOROUGH OF SAYREVILLE
BOROUGH OF SOUTH PLAINFIELD
BOROUGH OF SOUTH RIVER
BOROUGH OF SPOTSWOOD
CITY OF NEW BRUNSWICK
CITY OF PERTH AMBOY
CITY OF SOUTH AMBOY
COUNTY OF MIDDLESEX
TOWNSHIP OF CRANBURY
TOWNSHIP OF EAST BRUNSWICK
TOWNSHIP OF EDISON
TOWNSHIP OF MONROE
BOROUGH OF DUNELLEN
BOROUGH OF HELMETTA
BOROUGH OF HIGHLAND PARK
BOROUGH OF JAMESBURG
BOROUGH OF MATAWAN
BOROUGH OF METUCHEN
BOROUGH OF MIDDLESEX
BOROUGH OF MILLTOWN
BOROUGH OF SAYREVILLE
BOROUGH OF SOUTH PLAINFIELD
BOROUGH OF SOUTH RIVER
BOROUGH OF SPOTSWOOD
CITY OF NEW BRUNSWICK
CITY OF PERTH AMBOY
CITY OF SOUTH AMBOY
COUNTY OF MIDDLESEX
TOWNSHIP OF CRANBURY
TOWNSHIP OF EAST BRUNSWICK
TOWNSHIP OF EDISON
TOWNSHIP OF MONROE
Municipal Government
26 Active
26
Organizations
BOARD OF FIRE COMMISSIONERS DISTRICT 1
BOARD OF FIRE COMMISSIONERS DISTRICT 2 O
BOARD OF FIRE COMMISSIONERS FIRE DISTRICT 3, TOWNSHIP OF OLD BRIDGE
BOARD OF FIRE COMMSN
EAST BRUNSWICK FIRE DISTRICT 1
EAST BRUNSWICK FIRE DISTRICT 1 BOARD OF FIRE COMMISSIONERS
EAST BRUNSWICK FIRE DISTRICT 2
EAST BRUNSWICK FIRE DISTRICT 3
JAMESBURG FIRE DISTRICT 1
MIDDLESEX COUNTY IMPROVEMENT AUTHORITY
MIDDLESEX COUNTY UTILITIES AUTHORITY
MONROE FIRE DISTRICT 1
MONROE FIRE DISTRICT 2
MONROE FIRE DISTRICT 3
OLD BRIDGE TOWNSHIP FIRE DISTRICT 1
OLD BRIDGE TOWNSHIP FIRE DISTRICT 2
OLD BRIDGE TOWNSHIP FIRE DISTRICT 3
OLD BRIDGE TOWNSHIP FIRE DISTRICT 4
PISCATAWAY TOWNSHIP FIRE DISTRICT 1
PISCATAWAY TOWNSHIP FIRE DISTRICT 2
BOARD OF FIRE COMMISSIONERS DISTRICT 1
BOARD OF FIRE COMMISSIONERS DISTRICT 2 O
BOARD OF FIRE COMMISSIONERS FIRE DISTRICT 3, TOWNSHIP OF OLD BRIDGE
BOARD OF FIRE COMMSN
EAST BRUNSWICK FIRE DISTRICT 1
EAST BRUNSWICK FIRE DISTRICT 1 BOARD OF FIRE COMMISSIONERS
EAST BRUNSWICK FIRE DISTRICT 2
EAST BRUNSWICK FIRE DISTRICT 3
JAMESBURG FIRE DISTRICT 1
MIDDLESEX COUNTY IMPROVEMENT AUTHORITY
MIDDLESEX COUNTY UTILITIES AUTHORITY
MONROE FIRE DISTRICT 1
MONROE FIRE DISTRICT 2
MONROE FIRE DISTRICT 3
OLD BRIDGE TOWNSHIP FIRE DISTRICT 1
OLD BRIDGE TOWNSHIP FIRE DISTRICT 2
OLD BRIDGE TOWNSHIP FIRE DISTRICT 3
OLD BRIDGE TOWNSHIP FIRE DISTRICT 4
PISCATAWAY TOWNSHIP FIRE DISTRICT 1
PISCATAWAY TOWNSHIP FIRE DISTRICT 2
BOARD OF FIRE COMMISSIONERS DISTRICT 1
BOARD OF FIRE COMMISSIONERS DISTRICT 2 O
BOARD OF FIRE COMMISSIONERS FIRE DISTRICT 3, TOWNSHIP OF OLD BRIDGE
BOARD OF FIRE COMMSN
EAST BRUNSWICK FIRE DISTRICT 1
EAST BRUNSWICK FIRE DISTRICT 1 BOARD OF FIRE COMMISSIONERS
EAST BRUNSWICK FIRE DISTRICT 2
EAST BRUNSWICK FIRE DISTRICT 3
JAMESBURG FIRE DISTRICT 1
MIDDLESEX COUNTY IMPROVEMENT AUTHORITY
MIDDLESEX COUNTY UTILITIES AUTHORITY
MONROE FIRE DISTRICT 1
MONROE FIRE DISTRICT 2
MONROE FIRE DISTRICT 3
OLD BRIDGE TOWNSHIP FIRE DISTRICT 1
OLD BRIDGE TOWNSHIP FIRE DISTRICT 2
OLD BRIDGE TOWNSHIP FIRE DISTRICT 3
OLD BRIDGE TOWNSHIP FIRE DISTRICT 4
PISCATAWAY TOWNSHIP FIRE DISTRICT 1
PISCATAWAY TOWNSHIP FIRE DISTRICT 2
Special District
37 Active
37
Organizations
2ISOLUTIONS INC.
ACADEMY FOR URBAN LEADERSHIP CHARTER HIGH SCHOOL
CARTERET PUBLIC SCH DIST
CRANBURY TWP SCH DIST
DUNELLEN PUBLIC SCH DIST
EAST BRUNSWICK TWP SCH DIST
EDISON TOWNSHIP SCHOOL DISTRICT
HATIKVAH INTERNATIONAL ACADEMY CHARTER SCHOOL A NJ NONPROFIT CORPORATION
HIGHLAND PARK BORO SCHOOL DIST
JAMESBURG BORO SCH DIST
METUCHEN BORO SCH DIST
MIDDLESEX BORO SCH DIST
MIDDLESEX COUNTY COLLEGE
MIDDLESEX COUNTY VOCATIONAL SCHOOL DISTRICT
MIDDLESEX COUNTY VOC & TECH SCHOOLS
MILLTOWN BORO SCH DIST
MONROE TWP SCH DIST
NEW BRUNSWICK BOARD OF EDUCATION INC
NEW BRUNSWICK CITY SCHOOL DISTRICT
NORTH BRUNSWICK TWP SCH DIST
2ISOLUTIONS INC.
ACADEMY FOR URBAN LEADERSHIP CHARTER HIGH SCHOOL
CARTERET PUBLIC SCH DIST
CRANBURY TWP SCH DIST
DUNELLEN PUBLIC SCH DIST
EAST BRUNSWICK TWP SCH DIST
EDISON TOWNSHIP SCHOOL DISTRICT
HATIKVAH INTERNATIONAL ACADEMY CHARTER SCHOOL A NJ NONPROFIT CORPORATION
HIGHLAND PARK BORO SCHOOL DIST
JAMESBURG BORO SCH DIST
METUCHEN BORO SCH DIST
MIDDLESEX BORO SCH DIST
MIDDLESEX COUNTY COLLEGE
MIDDLESEX COUNTY VOCATIONAL SCHOOL DISTRICT
MIDDLESEX COUNTY VOC & TECH SCHOOLS
MILLTOWN BORO SCH DIST
MONROE TWP SCH DIST
NEW BRUNSWICK BOARD OF EDUCATION INC
NEW BRUNSWICK CITY SCHOOL DISTRICT
NORTH BRUNSWICK TWP SCH DIST
2ISOLUTIONS INC.
ACADEMY FOR URBAN LEADERSHIP CHARTER HIGH SCHOOL
CARTERET PUBLIC SCH DIST
CRANBURY TWP SCH DIST
DUNELLEN PUBLIC SCH DIST
EAST BRUNSWICK TWP SCH DIST
EDISON TOWNSHIP SCHOOL DISTRICT
HATIKVAH INTERNATIONAL ACADEMY CHARTER SCHOOL A NJ NONPROFIT CORPORATION
HIGHLAND PARK BORO SCHOOL DIST
JAMESBURG BORO SCH DIST
METUCHEN BORO SCH DIST
MIDDLESEX BORO SCH DIST
MIDDLESEX COUNTY COLLEGE
MIDDLESEX COUNTY VOCATIONAL SCHOOL DISTRICT
MIDDLESEX COUNTY VOC & TECH SCHOOLS
MILLTOWN BORO SCH DIST
MONROE TWP SCH DIST
NEW BRUNSWICK BOARD OF EDUCATION INC
NEW BRUNSWICK CITY SCHOOL DISTRICT
NORTH BRUNSWICK TWP SCH DIST
School District
32 Active
32
Organizations
10 HAIRY LEGS
12 ELEMENTS A NJ NONPROFIT CORPORATION
152ND STREET BLACK BALLET LEGACY INC
1683 SOCIETY INC
176 CARES
1786 METUCHEN & EDISON
1 THING
200 CLUB OF MIDDLESEX COUNTY
24-GAM SCHOOL FUND CORP
29 BELLEVUE AVENUE FOUNDATION INC
2B INDEPENDENT LIVING CORP
319A-SOA PLAINSBORO PBA
3R CONNECT FOUNDATION
4-00107 LOCAL
4-00786 LOCAL
4907 Immaculate Conception
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
10 HAIRY LEGS
12 ELEMENTS A NJ NONPROFIT CORPORATION
152ND STREET BLACK BALLET LEGACY INC
1683 SOCIETY INC
176 CARES
1786 METUCHEN & EDISON
1 THING
200 CLUB OF MIDDLESEX COUNTY
24-GAM SCHOOL FUND CORP
29 BELLEVUE AVENUE FOUNDATION INC
2B INDEPENDENT LIVING CORP
319A-SOA PLAINSBORO PBA
3R CONNECT FOUNDATION
4-00107 LOCAL
4-00786 LOCAL
4907 Immaculate Conception
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
10 HAIRY LEGS
12 ELEMENTS A NJ NONPROFIT CORPORATION
152ND STREET BLACK BALLET LEGACY INC
1683 SOCIETY INC
176 CARES
1786 METUCHEN & EDISON
1 THING
200 CLUB OF MIDDLESEX COUNTY
24-GAM SCHOOL FUND CORP
29 BELLEVUE AVENUE FOUNDATION INC
2B INDEPENDENT LIVING CORP
319A-SOA PLAINSBORO PBA
3R CONNECT FOUNDATION
4-00107 LOCAL
4-00786 LOCAL
4907 Immaculate Conception
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
4324 Active
4324
Organizations
Community Partners145 organizations
BOROUGH OF HIGHLAND PARK
Municipal Government·HIGHLAND PARK
BOROUGH OF MATAWAN
Municipal Government·MATAWAN
BOROUGH OF SAYREVILLE
Municipal Government·SAYREVILLE
CITY OF SOUTH AMBOY
Municipal Government·SOUTH AMBOY
COUNTY OF MIDDLESEX
Municipal Government·NEW BRUNSWICK
TOWNSHIP OF CRANBURY
Municipal Government·CRANBURY
TOWNSHIP OF EDISON
Municipal Government·EDISON
TOWNSHIP OF SOUTH BRUNSWICK
Municipal Government·MONMOUTH JUNCTION
TOWNSHIP OF WOODBRIDGE
Municipal Government·WOODBRIDGE
BOARD OF FIRE COMMISSIONERS DISTRICT 1
Special District·WOODBRIDGE
BOARD OF FIRE COMMISSIONERS DISTRICT 2 O
Special District·PORT READING
BOARD OF FIRE COMMISSIONERS FIRE DISTRICT 3, TOWNSHIP OF OLD BRIDGE
Special District·OLD BRIDGE
BOARD OF FIRE COMMSN
Special District·OLD BRIDGE
EAST BRUNSWICK FIRE DISTRICT 1
Special District·EAST BRUNSWICK
EAST BRUNSWICK FIRE DISTRICT 1 BOARD OF FIRE COMMISSIONERS
Special District·EAST BRUNSWICK
EAST BRUNSWICK FIRE DISTRICT 2
Special District·EAST BRUNSWICK
EAST BRUNSWICK FIRE DISTRICT 3
Special District·EAST BRUNSWICK
JAMESBURG FIRE DISTRICT 1
Special District·JAMESBURG
MIDDLESEX COUNTY IMPROVEMENT AUTHORITY
Special District·CRANBURY
MIDDLESEX COUNTY UTILITIES AUTHORITY
Special District·SAYREVILLE
MONROE FIRE DISTRICT 1
Special District·MONROE TOWNSHIP
MONROE FIRE DISTRICT 3
Special District·MONROE
OLD BRIDGE TOWNSHIP FIRE DISTRICT 1
Special District·LAURENCE HARBOR
OLD BRIDGE TOWNSHIP FIRE DISTRICT 2
Special District·OLD BRIDGE
OLD BRIDGE TOWNSHIP FIRE DISTRICT 3
Special District·OLD BRIDGE
OLD BRIDGE TOWNSHIP FIRE DISTRICT 4
Special District·PARLIN
PISCATAWAY TOWNSHIP FIRE DISTRICT 1
Special District·PISCATAWAY
PISCATAWAY TOWNSHIP FIRE DISTRICT 2
Special District·PISCATAWAY
PISCATAWAY TOWNSHIP FIRE DISTRICT 3
Special District·PISCATAWAY
PISCATAWAY TOWNSHIP FIRE DISTRICT 4
Special District·PISCATAWAY
PLAINSBORO TOWNSHIP FIRE DISTRICT 1
Special District·PLAINSBORO
SAYREVILLE ECONOMIC & REDEVELOPMENT AGENCY
Special District·SAYREVILLE
SOUTH BRUNSWICK TOWNSHIP FIRE DISTRICT 1
Special District·KENDALL PARK
SOUTH BRUNSWICK TOWNSHIP FIRE DISTRICT 2
Special District·MONMOUTH JUNCTION
THE BOARD OF FIRE COMMISSIONERS FIRE DISTRICT NO. 4 TOWNSHIP OF WOODBRIDGE
Special District·KEASBEY
WOODBRIDGE TOWNSHIP FIRE DISTRICT 1
Special District·WOODBRIDGE
WOODBRIDGE TOWNSHIP FIRE DISTRICT 12
Special District·COLONIA
WOODBRIDGE TOWNSHIP FIRE DISTRICT 2
Special District·PORT READING
WOODBRIDGE TOWNSHIP FIRE DISTRICT 4
Special District·KEASBEY
WOODBRIDGE TOWNSHIP FIRE DISTRICT 5
Special District·AVENEL
WOODBRIDGE TOWNSHIP FIRE DISTRICT 7
Special District·FORDS
WOODBRIDGE TOWNSHIP FIRE DISTRICT 8
Special District·HOPELAWN
WOODBRIDGE TOWNSHIP FIRE DISTRICT 9
Special District·ISELIN
2ISOLUTIONS INC.
School District·EDISON
ACADEMY FOR URBAN LEADERSHIP CHARTER HIGH SCHOOL
School District·PERTH AMBOY
HATIKVAH INTERNATIONAL ACADEMY CHARTER SCHOOL A NJ NONPROFIT CORPORATION
School District·EAST BRUNSWICK
MIDDLESEX COUNTY VOC & TECH SCHOOLS
School District·EAST BRUNSWICK
10 HAIRY LEGS
Nonprofit Organization·SOUTH PLAINFIELD
12 ELEMENTS A NJ NONPROFIT CORPORATION
Nonprofit Organization·MONMOUTH JUNCTION
152ND STREET BLACK BALLET LEGACY INC
Nonprofit Organization·Monroe Township
1683 SOCIETY INC
Nonprofit Organization·PERTH AMBOY
176 CARES
Nonprofit Organization·New Brunswick
1786 METUCHEN & EDISON
Nonprofit Organization·Metuchen
1 THING
Nonprofit Organization·Monroe
200 CLUB OF MIDDLESEX COUNTY
Nonprofit Organization·SOUTH AMBOY
24-GAM SCHOOL FUND CORP
Nonprofit Organization·PISCATAWAY
29 BELLEVUE AVENUE FOUNDATION INC
Nonprofit Organization·SOUTH RIVER
2B INDEPENDENT LIVING CORP
Nonprofit Organization·MONROE TOWNSHIP
319A-SOA PLAINSBORO PBA
Nonprofit Organization·Plainsboro
3R CONNECT FOUNDATION
Nonprofit Organization·EDISON
4-00107 LOCAL
Nonprofit Organization·Edison
4-00786 LOCAL
Nonprofit Organization·Edison
4907 Immaculate Conception
Nonprofit Organization·Spotswood
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·New Brunswick
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·North Brunswick
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·New Brunswick
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·New Brunswick
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·North Brunswick
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·North Brunswick
4QE Mentorship Foundation INC
Nonprofit Organization·Edison
63 SOUTH AMBOY PBA LOCAL
Nonprofit Organization·South Amboy
67 FOUNDATION
Nonprofit Organization·PORT READING
7508 VFW-NJ OLD BRIDGE MEMORIAL
Nonprofit Organization·OLD BRIDGE
7SEEDS
Nonprofit Organization·New Brunswick
93 and Healthy Inc
Nonprofit Organization·Plainsboro
95TH BOMB GROUP HERITAGE ASSOCIATION
Nonprofit Organization·Metuchen
AALOBENU CORP
Nonprofit Organization·South Plainfield
AAMJ FOUNDATION INC
Nonprofit Organization·NORTH BRUNSWICK
AARSHA VIDYA VARSHINI INC
Nonprofit Organization·EDISON
AASHNA CHARITY FOUNDATION
Nonprofit Organization·EDISON
AASTHA INTERNATIONAL INC
Nonprofit Organization·EDISON
AAVAAZ MUSIC ACADEMY
Nonprofit Organization·CRANBURY
ABERDEEN MATAWAN REPERTORY THEATRE
Nonprofit Organization·Matawan
ABERDEEN MATAWAN SOCCER CLUB INC
Nonprofit Organization·MATAWAN
ABERDEEN MATAWAN YOUTH ATHLETIC ASSOCIATION-TRAVEL TEAMS INC
Nonprofit Organization·MATAWAN
ABERDEEN PBA 163 CIVIC ASSOCIATION INC
Nonprofit Organization·MATAWAN
Aberdeen Police Benevolent Association
Nonprofit Organization·Matawan
ABERDEEN TORAH INC
Nonprofit Organization·MATAWAN
ABHINAYA FOUNDATION
Nonprofit Organization·EDISON
ABILITEES180 INC
Nonprofit Organization·South Plainfield
ABRAHAM AND BESSIE HANN CHARITABLE FOUNDATION INC
Nonprofit Organization·Edison
ABRAHAMS TENT INC
Nonprofit Organization·HIGHLAND PARK
ABRAMS FOUNDATION
Nonprofit Organization·MONROE
ABUELA LUCY FOUNDATION INC
Nonprofit Organization·East Brunswick
ABUNDANT LIFE EDUCATIONAL SERVICES
Nonprofit Organization·NEW BRUNSWICK
ABUNDANT LIFE HUMAN SERVICES
Nonprofit Organization·NEW BRUNSWICK
ABUNDANT LIFE REAL ESTATE
Nonprofit Organization·NEW BRUNSWICK