ARPP
Firm details
- Headquarters
- FREEHOLD, New Jersey
- CRD number
- 145291
- Website
- www.saburpwm.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Arpp operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm positions itself as a capital allocator for individual and family clients, combining traditional advisory services with insurance distribution. Compensation appears flexible: the firm uses asset‑based fees alongside hourly, fixed, commission and other fee arrangements, which suggests it adapts billing to client needs and product types. Advisory activities include financial planning, portfolio management for individuals, small businesses and institutional clients, plus the selection of outside advisers and delivery of educational seminars or workshops. Arpp is also active as an insurance broker and other financial‑product salesperson, which aligns with its use of annuity products in client portfolios. The firm is not identified as an active ESG investor and is not listed as a multi‑state or newly formed adviser in the provided dataset.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1ZAK SHAIK
Registered RepresentativeCRD 2652028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FREEHOLD, NJ
MONMOUTH
Location
FREEHOLD, NJ
Headquartered in FREEHOLD, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MONMOUTH
- Address
- 200 Village Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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