Aepg Wealth Strategies
25 Independence Blvd. Suite 102
Warren, NJ 7059
No. advisers: 15
|Financial planning clients||More than 500|
|High-net-worth client assets||Up to 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
August 28, 2019 - The benefits of using the increasingly popular target-date funds as turnkey solutions in retirement plans are sometimes diluted by retirement savers who pair the prepackaged products with other funds. "When it comes to target-date funds, it should be...
August 15, 2019 - Increased stock market volatility, including the market's 3% drop on Wednesday, has put financial advisers back into a position of defending buy-and-hold investing strategies to nervous clients. "A big part of our job is convincing people they're on the...
July 18, 2019 - Lightyear Capital's Wealth Enhancement Group, a Minneapolis, Minn.-based hybrid firm that has been an active acquirer of RIA firms, will acquire AEPG Wealth Strategies, a registered investment adviser managing $1 million in Warren, N.J. AEPG has 27 employees...
May 21, 2018 - Moving into the summer season, the idea of unlimited vacation time might be the ideal recruiting tool for some advisory firms. But when it comes to actually taking that time off, it's often the unwritten rules that matter most. "Offering unlimited vacation...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.