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INVESTMENT PARTNERS ASSET MANAGEMENT

METUCHEN, NJ · CRD 121812 · IAPD ↗ · investmentpartners.com · 732-205-0391

$333.4MRegulatory AUM
6Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — INVESTMENT PARTNERS ASSET MANAGEMENT reported RAUM up 26% ($263.8M -> $333.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2024 — INVESTMENT PARTNERS ASSET MANAGEMENT notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — INVESTMENT PARTNERS ASSET MANAGEMENT reported RAUM up 29% ($174.5M -> $225.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.