Overview
Assets Under Management: $1.7 billion
Headquarters: LINCROFT, NJ
High-Net-Worth Clients: 192
Average Client Assets: $0.4 million
Frequently Asked Questions
WORLD ADVISORY SERVICES 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 #20626), WORLD ADVISORY SERVICES is subject to fiduciary duty under federal law.
WORLD ADVISORY SERVICES is headquartered in LINCROFT, NJ.
WORLD ADVISORY SERVICES serves 192 high-net-worth clients according to their SEC filing dated October 30, 2025. View client details ↓
According to their SEC Form ADV, WORLD ADVISORY SERVICES offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WORLD ADVISORY SERVICES manages $1.7 billion in client assets according to their SEC filing dated October 30, 2025.
According to their SEC Form ADV, WORLD ADVISORY SERVICES 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 192
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.00%
Average Client Assets: $0.4 million
Total Client Accounts: 4,697
Discretionary Accounts: 4,398
Non-Discretionary Accounts: 299
Regulatory Filings
CRD Number: 20626
Filing ID: 2024893
Last Filing Date: 2025-10-30 17:49:51