Overview
Assets Under Management: $142 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 35
Average Client Assets: $3.7 million
Frequently Asked Questions
INSERO WEALTH STRATEGIES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108945), INSERO WEALTH STRATEGIES LLC is subject to fiduciary duty under federal law.
INSERO WEALTH STRATEGIES LLC is headquartered in ROCHESTER, NY.
INSERO WEALTH STRATEGIES LLC serves 35 high-net-worth clients according to their SEC filing dated November 20, 2018. View client details ↓
According to their SEC Form ADV, INSERO WEALTH STRATEGIES LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
INSERO WEALTH STRATEGIES LLC manages $142 million in client assets according to their SEC filing dated November 20, 2018.
According to their SEC Form ADV, INSERO WEALTH STRATEGIES LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.26%
Average Client Assets: $3.7 million
Total Client Accounts: 294
Discretionary Accounts: 294
Regulatory Filings
CRD Number: 108945
Filing ID: 1252716
Last Filing Date: 2018-11-20 05:35:00