Overview
Assets Under Management: $320 million
Headquarters: WEST CONSHOHOCKEN, PA
High-Net-Worth Clients: 94
Average Client Assets: $2.1 million
Frequently Asked Questions
WILEY GROUP 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 #150744), WILEY GROUP is subject to fiduciary duty under federal law.
WILEY GROUP is headquartered in WEST CONSHOHOCKEN, PA.
WILEY GROUP serves 94 high-net-worth clients according to their SEC filing dated March 26, 2018. View client details ↓
According to their SEC Form ADV, WILEY GROUP offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
WILEY GROUP manages $320 million in client assets according to their SEC filing dated March 26, 2018.
According to their SEC Form ADV, WILEY GROUP 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: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.79%
Average Client Assets: $2.1 million
Total Client Accounts: 423
Discretionary Accounts: 423
Regulatory Filings
CRD Number: 150744
Filing ID: 1175337
Last Filing Date: 2018-03-26 18:18:00