Wrp Investments, Inc. (Youngstown)

Wrp Investments, Inc. is a large advisory firm based in Youngstown. It manages $462.34 million of regulatory assets for 3,594 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 40 other states.

Wrp Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, market timing services, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wrp Investments: assets under management

The assets under management (AUM) of Wrp Investments, Inc. is $462.34 million. The firm's AUM has grown by 486% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $77.23 million in discretionary accounts and $385.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125.99 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $129.19 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wrp Investments, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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 Wrp Investments, Inc.

William Richard Pintaric has been acting as President since 1 Nov 1976. Inc. Sterne Agee Financial Services joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Richard Pintaric	President	1 Nov 1976	50% - 75%	363876
Rita Mae Pintaric	Secretary	1 Nov 1976	Other	1463515
William Richard Jr Pintaric	Vice president	1 Jan 1986	25% - 50%	724808
David Michael Pintaric	Vice president	1 Aug 1989	25% - 50%	1605115
William Richard Pintaric	Chairman emeritas	1 Jan 2003	50% - 75%	363876
David Michael Pintaric	President	1 Jan 2003	25% - 50%	1605115
Inc. Sterne Agee Financial Services	Owner	1 Jul 2014	75% - 100%	18456

Based in Youngstown

The principal office where Wrp Investments, Inc. performs its advisory services is located at 4407 Belmont Ave, Youngstown, OH 44505, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.