Overview
Assets Under Management: $547 million
Headquarters: NEW PROVIDENCE, NJ
High-Net-Worth Clients: 179
Average Client Assets: $2.6 million
Frequently Asked Questions
LASSUS WHERLEY 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 #110924), LASSUS WHERLEY is subject to fiduciary duty under federal law.
LASSUS WHERLEY is headquartered in NEW PROVIDENCE, NJ.
LASSUS WHERLEY serves 179 high-net-worth clients according to their SEC filing dated October 30, 2018. View client details ↓
According to their SEC Form ADV, LASSUS WHERLEY offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
LASSUS WHERLEY manages $547 million in client assets according to their SEC filing dated October 30, 2018.
According to their SEC Form ADV, LASSUS WHERLEY serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 179
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.66%
Average Client Assets: $2.6 million
Total Client Accounts: 344
Discretionary Accounts: 344
Regulatory Filings
CRD Number: 110924
Filing ID: 1248842
Last Filing Date: 2018-10-30 17:01:00