$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
2 Employees
23 ADV. Clients
7 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- InsightRidge +more
- Established Date
- 02-15-2019
- Office Locations
- 1
Office Locations
-- North Caldwell NJ
About J.pappas Investments
New Jersey-based J.Pappas provides a bundled offering for business owners and entrepreneurs, combining investment advisory/financial planning with operational services such as merchant payments and POS systems, energy brokerage, and commercial plus life/health insurance. Investment management emphasizes asset allocation and risk management, with portfolios largely implemented using ETFs.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$214.0K AVG AUM / CLIENT
0.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Summit Signal oak Meridian peak
Client Personas
Fusion beacon Fusion
Custodian
Timber oak Vector ridge Eagle Beacon Oak wave Capital Eagle Harbor Harbor
Investment Themes
Bridge value Matrix
Investment Vehicles
Insight Vital insight
Services
Fusion Vector pioneer Zenith
Technology
Quantum unison Foundation oak Glacier Alpha beacon
Owner & Executives
I
Ioannis T Papatherapontos
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4722750
- Ownership
- 75% or more
(752) 813-9152
insight.delta@alphacapital.com
in linkedin.com/in/bridge-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,921,442 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,921,442 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,921,442
Equity - Exchange:
57.0% Cash:
43.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,241,536,474 | 57.0% |
| Cash | $3,199,755,586 | 43.0% |
| Total | $7,441,292,060 | 100.0% |