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- Custodian
- BNY Mellon · Nationwide · Pershing
- Clients
- Retail and Institutional
- Platforms
- PioneerCapital alpha +more
- Established Date
- 07-20-2004
- Office Locations
- 17
Office Locations
About NPA Asset Management, LLC
Nationwide Planning (NPA Asset Management, LLC) is a New Jersey-based advisory and asset management firm serving financial advisors with practice-growth support and transition services. The team provides financial planning, portfolio construction, and insurance solutions, with investment implementation leaning heavily on ETFs alongside mutual funds and fixed income. Custody relationships include Pershing and BNY Mellon.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER ABRAMENKO
Chairman
- CRD
- #1405677
- Ownership
- 50% but less than 75%
MICHAEL JOHN DE POL
Chief Compliance Officer, FOUNDER
- CRD
- #2087651
- Ownership
- 50% but less than 75%
Pioneer eagle
Delta beacon momentum
- CRD
- #53704
- Ownership
- 16.6%
Showing 2 of 4 owners & executives
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Fernando Jose Agudo Nido
--
- CRD
- #3038750
FRANK ANDREW AMMIRATO
--
- CRD
- #828317
Vector quantum
Harbor pathway vertex
- CRD
- #39528
Showing 2 of 53 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $543,955,828 | $331,680 |
| Non-Discretionary | $520,817,589 | $470,902 |
| Total | $1,064,773,417 | $387,754 |
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Separately Managed Accounts
Total SMA Asset: $1,064,773,417
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $240,349,382 | 4.8% |
| Public Funds | $986,433,920 | 19.7% |
| Cash | $275,400,333 | 5.5% |
| U.S. Government/Agency | $565,822,502 | 11.3% |
| Other | $275,400,333 | 5.5% |
| Municipal Bonds | $635,924,405 | 12.7% |
| Corporate - Investment Grade | $881,281,066 | 17.6% |
| Corporate - Non-Investment Grade | $1,146,666,841 | 22.9% |
| Total | $5,007,278,782 | 100.0% |