Volpe Investments LLC
Firm details
- Headquarters
- Cranford, New Jersey
- CRD number
- 340047
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI51.79%
- Individuals48.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Volpe Investments LLC is an independent, individual-owned RIA that serves primarily individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients, and its advisers also operate as registered representatives of a broker-dealer. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm does not identify as an ESG investor or a pension consultant and is not reported as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Public Funds/Mutual Funds3%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Ryan Volpe
President, Financial ConsultantCRD 6987233
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cranford, NJ
Union
Location
Cranford, NJ
Headquartered in Cranford, 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
- Union
- Address
- 23 North Ave E
- Time zone
- ET (UTC-5)
- Office locations
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