Chief Executive Officer and Chief Compliance Officer · Investment Partners Asset Management
Gregg T. Abella
CRD 3160155 · Named on Form ADV at one SEC-registered adviser
At a glance
Investment Partners Asset Management, an SEC-registered wealth manager based in Metuchen, NJ with $333 million in regulatory assets, lists Gregg T. Abella on its Form ADV as Chief Executive Officer and Chief Compliance Officer, a control person.
Firms and roles
- Investment Partners Asset ManagementChief Executive Officer and Chief Compliance OfficerWealth manager · Metuchen, NJ · $333M in regulatory assets
AtlasMembers
Gregg’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Frank J. AbellaPortfolio Manager, Investment Partners Asset Management
- Frank J. AbellaSVP - Research, Investment Partners Asset Management
- Thomas W. ShepherdSVP - Planning, Investment Partners Asset Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.