Company Overview
- Headquarters
- 25 Independence Blvd, Warren NJ
- Website
- aepg.com
- Phone
- (908) 757-5600
- Employees
- 28
- Founded in
- 1983
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 5419 CompaniesNAICS Code 541 CompaniesNAICS Code 54199 CompaniesNAICS Code 54 Companies
- SIC Code
-
SIC Code 899 CompaniesSIC Code 89 Companies
Financials & Stats
Revenue
$8B
Who is AEPG Wealth Strategies
AEPG Wealth Strategies is an independent financial planning and wealth management firm located in Warren, New Jersey. Founded over 35 years ago, the firm employs 28 professionals and generates annual revenue of $8 million. AEPG Wealth Strategies provides customized financial solutions for individuals, families, and business owners. Their services encompass a wide range of areas including wealth management, financial planning, estate planning, 401(k) consulting, insurance, and employee benefits. The firm prides itself on being a fiduciary, acting as an accountable advocate for their clients. AEPG emphasizes problem-solving, working closely with clients to find solutions tailored to their unique needs. They also disclose that they do not accept commissions on financial products and are compensated solely through agreed-upon engagement fees. AEPG Wealth Strategies can be reached through their website at aepg.com.
AEPG Wealth Strategies Industry Tags
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 8M | 16 | New York, NY | ||
| 8M | 5 | 1987 | ||
| 8M | 7 | San Francisco, CA | ||
| 8M | 10 | Wauwatosa, WI | 1996 | |
| 8M | 7 | 2001 |