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Wbi Investments, Inc.
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Wbi Investments, Inc. Share
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Red Bank, New Jersey
$772.0 million AUM
1 office

Wbi Investments, Inc. is based in Red Bank, New Jersey and has $772.0 million in assets under management.

One River Centre - 331 Newman Springs Road
Suite 122
Red Bank, NJ 07701
$772.0 million
AUM Share
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Assets under management
2,273 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 2,179 $405,386,468 53% $186,042
High net worth individuals 41 $66,256,128 9% $1,616,003
Investment companies 1 $263,745,908 34% $263,745,908
Pooled investment vehicles 8 $6,219,834 1% $777,479
Pension and profit sharing plans 13 $8,136,302 1% $625,869
Charitable organizations 16 $9,730,794 1% $608,175
Other corporations or businesses 15 $12,516,413 2% $834,428
Employees Share
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Investment analysts
41% of total employees
AUM per employee Share
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Assets under management
AUM per employee
AUM per investment analyst
About Share
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Wbi Investments, Inc. makes money through the following ways:

  • Percentage of AUM
Services offered

Wbi Investments, Inc. provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Business activities
  • Registered representative of a broker-dealer
Firm data Share
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CRD number 106,336
SEC number 801-22873
Legal structure Corporation
Legal governance New Jersey, United States
Latest ADV filing date March 30, 2020

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