AMERICAN ECONOMIC PLANNING GROUP INC
Legal name: AEPG WEALTH STRATEGIES
CRD #109859 SEC #801-32089 WARREN, NJ 908-757-5600
SEC Registered
Total AUM
$912.8M
Discretionary
$657.9M
Employees
15
Clients
--
Accounts
1,704
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 28, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHIFFER, CHRISTOPHER, JOHN | I | EVP STRATEGY & OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SEIDEL, MICHAEL, ALAN | I | CHIEF OPERATING OFFICER | NA | |
| SEIDEL, MICHAEL, ALAN | I | CHIEF OPERATING OFFICER | NA | |
| SEIDEL, MICHAEL, ALAN | I | CHIEF OPERATING OFFICER | NA | |
| SEIDEL, MICHAEL, ALAN | I | CHIEF OPERATING OFFICER | NA | |
| SEIDEL, MICHAEL, ALAN | I | CHIEF OPERATING OFFICER | NA | |
| SEIDEL, MICHAEL, ALAN | I | CHIEF OPERATING OFFICER | NA | |
| SEIDEL, MICHAEL, ALAN | I | CHIEF OPERATING OFFICER | NA | |
| SEIDEL, MICHAEL, ALAN | I | CHIEF OPERATING OFFICER | NA | |
| SEIDEL, MICHAEL, ALAN | I | VICE PRESIDENT FINANCIAL AND ESTATE PLANNING | NA | |
| SEIDEL, MICHAEL, ALAN | I | CHIEF OPERATING OFFICER | NA | |
| SEIDEL, MICHAEL, ALAN | I | VICE PRESIDENT FINANCIAL AND ESTATE PLANNING | NA | |
| SEIDEL, MICHAEL, ALAN | I | VICE PRESIDENT FINANCIAL AND ESTATE PLANNING | NA | |
| SEIDEL, MICHAEL, ALAN | I | CHIEF OPERATING OFFICER | NA | |
| SEIDEL, MICHAEL, ALAN | I | CHIEF OPERATING OFFICER | NA | |
| SEIDEL, MICHAEL, ALAN | I | CHIEF OPERATING OFFICER | NA | |
| SEIDEL, MICHAEL, ALAN | I | VICE PRESIDENT FINANCIAL AND ESTATE PLANNING | NA | |
| SEIDEL, MICHAEL, ALAN | I | VICE PRESIDENT FINANCIAL AND ESTATE PLANNING | NA | |
| SEIDEL, MICHAEL, ALAN | I | CHIEF OPERATING OFFICER | NA | |
| SEIDEL, MICHAEL, ALAN | I | VICE PRESIDENT FINANCIAL AND ESTATE PLANNING | NA | |
| SEIDEL, MICHAEL, ALAN | I | VICE PRESIDENT FINANCIAL AND ESTATE PLANNING | NA | |
| SEIDEL, MICHAEL, ALAN | I | VICE PRESIDENT FINANCIAL AND ESTATE PLANNING | NA | |
| SEIDEL, MICHAEL, ALAN | I | VICE PRESIDENT FINANCIAL AND ESTATE PLANNING | NA | |
| SEIDEL, MICHAEL, ALAN | I | VICE PRESIDENT FINANCIAL AND ESTATE PLANNING | NA | |
| UKRAINSKYJ, MARKIAN, TARAS | I | CHIEF INVESTMENT OFFICER | NA | |
| UKRAINSKYJ, MARKIAN, TARAS | I | CHIEF INVESTMENT OFFICER | NA | |
| UKRAINSKYJ, MARKIAN, TARAS | I | CHIEF INVESTMENT OFFICER | NA | |
| UKRAINSKYJ, MARKIAN, TARAS | I | CHIEF INVESTMENT OFFICER | NA | |
| UKRAINSKYJ, MARKIAN, TARAS | I | CHIEF INVESTMENT OFFICER | NA | |
| UKRAINSKYJ, MARKIAN, TARAS | I | VP, SENIOR PORTFOLIO MANAGER | NA | |
| UKRAINSKYJ, MARKIAN, TARAS | I | CHIEF INVESTMENT OFFICER | NA | |
| UKRAINSKYJ, MARKIAN, TARAS | I | CHIEF INVESTMENT OFFICER | NA | |
| UKRAINSKYJ, MARKIAN, TARAS | I | VP, SENIOR PORTFOLIO MANAGER | NA | |
| UKRAINSKYJ, MARKIAN, TARAS | I | CHIEF INVESTMENT OFFICER | NA | |
| UKRAINSKYJ, MARKIAN, TARAS | I | CHIEF INVESTMENT OFFICER | NA | |
| UKRAINSKYJ, MARKIAN, TARAS | I | CHIEF INVESTMENT OFFICER | NA | |
| UKRAINSKYJ, MARKIAN, TARAS | I | CHIEF INVESTMENT OFFICER | NA | |
| KAYE, STEVEN, WAYNE | I | PRESIDENT, CCO | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT, CCO | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT, CCO | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
| KAYE, STEVEN, WAYNE | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jun 28, 2019 REGISTERED
Notice Filings (12)
CA FL GA LA MA NC NJ NY OH PA SC TX
Address
25 INDEPENDENCE BLVD.SUITE 102
WARREN, NJ 07059
United States
Phone: 908-757-5600