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Home > Retirement Planners > new jersey > bedminster > IBEX WEALTH ADVISORS, LLC
IBEX WEALTH ADVISORS, LLC
135 Us Highway 202 206
Suite 4
Bedminster, New Jersey 07921
Tel: 908-849-4800
About IBEX WEALTH ADVISORS, LLC
IBEX WEALTH ADVISORS, LLC, formally registered with the SEC as IBEX WEALTH ADVISORS, LLC. The firm was established in 01/02/2014. They have over 2 offices throughout the country.
IBEX WEALTH ADVISORS, LLC is a Bedminster, New Jersey based Financial Planning firm with nearly $709,748,535 assets under management, offering retirement planning & investment advisory services to 1126 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168674 |
| SEC# | 801-78971 |
| Assets Managed by Firm | $709,748,535 |
| No. of Clients | 1126 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1126 | $709,748,535 |
| Individuals (other than high net worth individuals) | 277 | $66,549,134 |
| High net worth individuals | 408 | $577,076,868 |
| Pension and profit sharing plans | 4 | $1,259,528 |
| Charitable organizations | 1 | $88,528 |
| Corporations or other businesses | 18 | $64,774,477 |
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