Lassus Wherley

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Last updated: February 18th, 2020. Data source: SEC filings.

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.



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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 10
Percentage of Advisors Trusted 44%
Minimum Investment $1,111,111
Average Client Balance $1,477,684
Total AUM $509.8 million
Advisor / Client Ratio 1:35
Headquarters New Providence, NJ
SEC Filings View SEC IAPD CRD #110924
State(s) Registered CA, DC, FL, MD, MA, NH, NJ, NY, NC, PA, SC, TX, VA, WA

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.