Assets Under Management
$552.6M
Number of Clients
764
Number of Advisors
6
Average Client AUM
$723K
AUM per Advisor
$92.1M
Compensation
Fee-Only (AUM)
WBI Investments, LLC is a registered investment adviser providing investment management services to both institutional and retail clients. They offer Separately Managed Accounts (SMA), Affiliated Exchange Traded Funds (ETFs), and Unified Managed Accounts (UMA). Clients can access WBI’s investment products and services through the Cy Portfolio Optimization Program, Sponsored Investment Management Programs, and Investment Wrap Programs.
One River Centre - 331 Newman Springs Road, Suite 105, Red Bank, NJ, 07701