American Economic Planning Group Inc is a large advisory firm based in Warren. It manages $912.81 million of regulatory assets for 1,704 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Louisiana, and 5 other states.
American Economic Planning Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 499 clients. On top of advisory services, the firm also engages as financial planning.
The assets under management (AUM) of American Economic Planning Group Inc is $912.81 million. The firm's AUM has grown by 401% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay American Economic Planning Group Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Steven Wayne Kaye is high net worth individuals with 194 clients and $503 million of assets under management. Among the 8 most similar advisory firms, American Economic Planning Group has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $912.81 million for 560 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
American Economic Planning Group doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Steven Wayne Kaye has been acting as President since 1 Mar 1983. Christopher John Schiffer joined the executive team most recently as the Evp Strategy & Operations / Chief Compliance Officer.
The principal office where American Economic Planning Group Inc performs its advisory services is located at 25 Independence Blvd., Warren, NJ 07059, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 908-757-5600 or by fax 908-757-0511. The normal business hours are 9am - 5 pm on Monday - Friday. You can find more information about the New York firm at aepg.com.