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INVESTMENT PARTNERS ASSET MANAGEMENT
CRD 121812 · SEC 801-61906
10 STATION PLACE, METUCHEN, NJ, 08840, United States
Phone
732-205-0391
Fax
732-205-0395
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$333.4M
Discretionary AUM
$320.9M
Team
6 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; SEE SCHEDULE D - MISCELLANEOUS
Org form
Corporation
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $20.6M |
| High net worth individuals | 148 | $256.5M |
| Pension/profit sharing plans | 4 | $5.0M |
| Charitable organizations | 10 | $38.3M |
| Corporations/business entities | 2 | $13.0M |
States served
VT, AZ, GA, LA, MA, NJ, NM, NY, NC, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD