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NPPG Plan Professionals
NPPG PLAN PROFESSIONALS, LLC is an SEC-registered investment adviser in Shrewsbury, NJ, registered since 2023. The firm manages $6.3 billion in assets, $6.1...
NPPG Plan Professionals
NPPG PLAN PROFESSIONALS, LLC is an SEC-registered investment adviser in Shrewsbury, NJ, registered since 2023. The firm manages $6.3 billion in assets, $6.1 billion on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Shrewsbury
Frequently asked questions
Who makes investment decisions at NPPG Plan Professionals?
The firm operates as a discretionary fiduciary for many of its plan-sponsor clients, meaning it takes delegated responsibility for selecting and monitoring the investment lineup. Ultimate authority rests with the firm's named principals, who are registered as investment adviser representatives. The firm does not run a proprietary fund family; decisions are made within an investment policy statement framework that the plan sponsor approves.
Is NPPG affiliated with a larger financial institution or broker-dealer?
The firm's Form ADV filings indicate NPPG operates as an independent registered investment adviser. It is not listed as a subsidiary or affiliate of a bank, insurance company, or wirehouse. This independence is central to the firm's value proposition to plan sponsors seeking a conflict-free fiduciary.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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