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AEPG WEALTH STRATEGIES
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AEPG WEALTH STRATEGIES
(CRD# 109859)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Warren, NJ.
The SEC approved the firm to operate as an RIA in
May 1988.
In
Mar 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$890.8 Million,
and has discretion over
75%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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AEPG WEALTH STRATEGIES
also reported in
Mar 2018:
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18
employees,
with
15
performing advisory functions.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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AEPG WEALTH STRATEGIES has no disclosure events reported to the SEC at this time.
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AEPG WEALTH STRATEGIES has Notice Filings with the following State Securities Authorities:
CA-May 2014, FL-Mar 2002, LA-Sep 2011, MA-Dec 2015, NJ-Mar 2003
, NY-Oct 2004, TX-Mar 2010
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