Lassus Wherley Review


Trust Score 96%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

Share Firm Profile

Lassus Wherley, federally registered in 1986, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 10 advisors. Lassus Wherley manages $509.8 million and provides investment advisory services for 345 clients (1:35 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $1,111,111
Average Client Balance $1,477,684
Hybrid Advisor No
Disciplinary History No
Total AUM $509.8 million
Advisor / Client Ratio 1:35
Headquarters New Providence, NJ
SEC Filings Forms and Brochures    (CRD # 110924)
State(s) Registered CA, DC, FL, MD, MA, NH, NJ, NY, NC, PA, SC, TX, VA, WA


Questions & Answers



Get answers about Lassus Wherley


Ask a question question_answer