Its Asset Management, L.P
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Overview
Its Asset Management, L.P is located at 1720 Washington Rd, Washington, PA. The firm employs 2 financial advisors to manage client portfolios and provide financial guidance. Its Asset Management, L.P is not a registered broker-dealer.
Its Asset Management, L.P oversees $269.4 million in assets under management across 1,201 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The firm caters to retail investors, high net worth investors, pension plans, and corporations, with retail investors being the largest client type by accounts. The fee structure at Its Asset Management, L.P is asset-based. The firm has 9 high net worth clients.
Its Asset Management, L.P is registered in the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Its Asset Management, L.P by the Numbers
$269.4 million
9
1,201
$224.3 thousand
Fee Structure
A financial advisor's fees largely are based on the services offered. Fees billed by Its Asset Management, L.P typically consist of the following fee type: asset-based.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to retail investors, high net worth investors, pension plans, and corporations. Out of its 4 clients, Its Asset Management, L.P's biggest client type by number of accounts is retail investors, although it also manages money for 9 high-net-worth individuals. The SEC defines a high-net-worth individual as a person 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).
- High-Net-Worth Individuals* - 1.07%
- Other Individuals - 96.33%
- Corporations - 2.61%
- Charitable Organizations - 0%
* 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
Its Asset Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Its Asset Management, L.P
North Haven, CT
Washington, PA
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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