Applied Portfolio Management (Sparta)

Applied Portfolio Management is a large advisory firm based in Sparta. It manages $230.28 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001.

Applied Portfolio Management provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Applied Portfolio Management: assets under management

The assets under management (AUM) of Applied Portfolio Management is $230.28 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $230.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.19 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Applied Portfolio Management for their services and products based on a percentage of assets under management. 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.

Careers at Applied Portfolio Management

Jr Lee W Minton has been acting as President since 1 Feb 1988. Iii Lee Webb Minton joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jr Lee W Minton	President	1 Feb 1988	75% - 100%	1015155
Carol M. Minton	Treasurer	1 Jan 1997	Other	4337868
Iii Lee Webb Minton	Vice president	1 Jul 2003	Other	4030154

Based in Sparta

The principal office where Applied Portfolio Management performs its advisory services is located at One A Main Street Suite One, Sparta, NJ 07871, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.