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Amper Financial Services, LLC (Bridgewater)


Amper Financial Services, LLC is a large advisory firm based in Bridgewater. It manages $133.78 million of regulatory assets for 427 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, New Jersey, New York, and Pennsylvania.

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Amper Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Amper Financial Services: assets under management

The assets under management (AUM) of Amper Financial Services, LLC is $133.78 million. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $122.84 million in discretionary accounts and $10.94 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $301.07 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $576.05 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Amper Financial Services, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bridgewater

The principal office where Amper Financial Services, LLC performs its advisory services is located at 750 Route 202 South, Bridgewater, NJ 08807, which is also the mailing address of the firm. An additional office of the firm is in Hackensack, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 908-429-0025 or by fax 908-429-5530. The normal business hours are 9a.m. to 5p.m. on Monday - Friday. You can find more information about the New York firm at www.amper.com.


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