The Investment Center, Inc. (Bridgewater)

Name: The Investment Center, Inc.
Address: 1011 Route 22, West, Bridgewater, NJ, 08807
Telephone: 908-707-4422

The Investment Center, Inc. is a large advisory firm based in Bridgewater. It manages $242.39 million of regulatory assets for 1,280 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

The Investment Center provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Investment Center: assets under management

The assets under management (AUM) of The Investment Center, Inc. is $242.39 million. The firm's AUM has grown by 64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $174.22 million in discretionary accounts and $68.17 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $192.08 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $182.77 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Investment Center, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Investment Center, Inc.

Ralph James Devito has been acting as President since 1 Jun 1986. Inc. Ic Financial joined the executive team most recently as the Holding Company.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ralph Sebastian Devito	Vice president	1 Mar 1986	25% - 50%	66661
Ralph James Devito	President	1 Jun 1986	25% - 50%	1459156
Catherine Rachele Devito	Shareholder	1 Sep 1994	25% - 50%	2530443
Douglas Andrew Wright	Chief compliance officer	1 Jul 2001	Other	1626724
Inc. Ic Financial	Holding company	1 Mar 2006	75% - 100%	84-1701547

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Ralph James Devito	Sole owner	1 Mar 2006	75% - 100%	1459156

Based in Bridgewater

The principal office where The Investment Center, Inc. performs its advisory services is located at 1011 Route 22, West, Bridgewater, NJ 08807, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 908-707-4422 or by fax 908-707-4165. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.investmentctr.com.