Wrp Investments, Inc. is a large advisory firm based in Youngstown. It manages $462.34 million of regulatory assets for 3,594 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 40 other states.
Wrp Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, market timing services, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wrp Investments, Inc. is $462.34 million. The firm's AUM has grown by 486% 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 Wrp Investments, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Richard Pintaric has been acting as President since 1 Nov 1976. Inc. Sterne Agee Financial Services joined the executive team most recently as the Owner.
The principal office where Wrp Investments, Inc. performs its advisory services is located at 4407 Belmont Ave, Youngstown, OH 44505, 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 330-759-2023 or by fax 330-759-2046. The normal business hours are 9-5 on Monday - Friday.