Its Asset Management, L.P
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Overview
Its Asset Management, L.P operates as an advisory firm headquartered in Washington, Pennsylvania. The firm administers $285.8 million in assets under management over 1,491 customer accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). The company has a small team, including 2 financial advisors. Its Asset Management, L.P does not act as a registered broker-dealer, signifying that the company cannot 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 investments such as options, equities and bonds.
Its Asset Management, L.P administers all of the firm's client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell decisions without needing the customer's permission. The firm's average account size is $191,656. An average financial advisor at Its Asset Management, L.P manages around 746 client accounts.
Its Asset Management, L.P's headquarters is located at 1720 Washington Rd, Washington, Pennsylvania 15301-8919. The company is allowed to provide services to investors across 35 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Its Asset Management, L.P by the Numbers
$285.8 million
9
1,491
$191.7 thousand
Fee Structure
Financial advisory fees usually vary depending on which services the firm provides the client. Fees charged by Its Asset Management, L.P typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
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
-
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
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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
The company manages money for a number of different customers. The company works with retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities and corporations. Out of its 1,491 accounts, Its Asset Management, L.P's largest client type is retail investors, but it also caters to 69 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 6.6%
- Other Individuals - 91.01%
- Corporations - 2.29%
- Charitable Organizations - 0.1%
* 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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