Lassus Wherley Review

Trust Score 96%
Trust Score info_outline

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

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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
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

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