Overview
Assets Under Management: $293 million
Headquarters: MOBILE, AL
High-Net-Worth Clients: 3
Average Client Assets: $36 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.61
Average High-Net-Worth Client Assets: $36 million
Total Client Accounts: 519
Discretionary Accounts: 519
Regulatory Filings
CRD Number: 310008
Filing ID: 1941092
Last Filing Date: 2025-03-07 16:03:00
Website: https://wfgplanning.com