Npa Asset Management, LLC
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Overview
Npa Asset Management, LLC is a financial advisory firm that has its headquarters in Paramus, New Jersey. Npa Asset Management, LLC handles $791.2 million in assets under management across 2,880 client accounts, making it one of the larger firms in the country by assets under management (AUM). The firm has an average-sized group, including 54 financial advisors. Npa Asset Management, LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets like equities, options and bonds.
Npa Asset Management, LLC administers more than half of the company's client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell choices for the client's account without needing client authorization. Npa Asset Management, LLC also has 1,433 non-discretionary accounts totaling $510.8 million in assets under management. The firm oversees an average of $274,722 in assets for every account. An average advisor at Npa Asset Management, LLC administers about 53 client accounts, placing it towards the middle in terms of personalization.
Npa Asset Management, LLC's main office is located at 115 West Century Road, Paramus, New Jersey 7652. It is legally allowed to provide services to customers across 12 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Npa Asset Management, LLC by the Numbers
$791.2 million
73
2,880
$274.7 thousand
Products and Services
Npa Asset Management, LLC offers multiple services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. In the last fiscal year, Npa Asset Management, LLC provided financial planning services to 101-250 of its accounts. Npa Asset Management, LLC does not sell products or offer services aside from investment advice to its investment advisory clients. The company also has a number of financial industry affiliations, including with a broker-dealer or securities dealer and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely are based on the type of services offered. However, fees billed by Npa Asset Management, LLC most likely include the following fee structures: asset-based, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Npa Asset Management, LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The company does business with a number of different investors. Npa Asset Management, LLC caters to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 2,880 accounts, Npa Asset Management, LLC's largest client is retail investors, though it also manages money for 749 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients reside abroad.
- High-Net-Worth Individuals* - 26.01%
- Other Individuals - 57.47%
- Corporations - 16.39%
- Charitable Organizations - 0.14%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Npa Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Npa Asset Management, LLC
Paramus, NJ
Paramus, NJ
Paramus, NJ
Paramus, NJ
Paramus, NJ
San Juan, PR
Paramus, NJ
Paramus, NJ
Hackensack, NJ
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