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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.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||10|
|Percentage of Advisors Trusted||44%|
|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|