The Investment Center, Inc. is a large advisory firm based in Bridgewater. It manages $242.39 million of regulatory assets for 1,280 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
The Investment Center provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Investment Center, Inc. is $242.39 million. The firm's AUM has grown by 64% 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 The Investment Center, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ralph James Devito has been acting as President since 1 Jun 1986. Inc. Ic Financial joined the executive team most recently as the Holding Company.
The principal office where The Investment Center, Inc. performs its advisory services is located at 1011 Route 22, West, Bridgewater, NJ 08807, 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 908-707-4422 or by fax 908-707-4165. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.investmentctr.com.