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| NPA Asset Management LLC
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|
|---|---|
| CRD # | 131534 |
| SEC # | 801-66006 |
| CIK # | |
| AUM | $1.0 B (2025-03-31) |
| Employees | 68 (76% Investors, 76% Brokers) |
| Phone | 201-476-0029 |
| Address | 3216 Broadway 2nd Floor Fair Lawn, NJ 07410 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,468 | 271.2 |
| (b) Individuals (high net worth individuals) | 873 | 514.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 436 | 148.1 |
| (h) Charitable organizations | 3 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 75 | 74.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,855 | 1,009.9 |
| By Discretionary | ||
| Discretionary | 1,695 | 493.5 |
| Non-Discretionary | 1,160 | 516.3 |
| Total | 2,855 | 1,009.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,009.9 | |
| Total | 2,855 | 1,009.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dinuzzo Private Wealth Inc
✚
|
PA | 1.0 |
|
Montis Financial LLC
✚
|
MA | 1.0 |
|
AA Financial Advisors LLC
✚
|
OH | 1.0 |
|
Cleveland Wealth LLC
✚
|
OH | 1.0 |
|
Covenant Partners LLC
✚
|
TN | 1.0 |
|
Allen Mooney & Barnes Investment Advisors LLC
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|
GA | 1.0 |
|
Fitzroy Investment Advisors LLC
✚
|
FL | 1.0 |
|
Baxter Brothers Inc
✚
|
CT | 1.0 |
|
Strategic Benefit Consultants Inc
✚
|
IN | 1.0 |
|
Aspire Capital Advisors LLC
✚
|
WA | 1.0 |