Overview
Assets Under Management: $1.7 billion
Headquarters: LINCROFT, NJ
High-Net-Worth Clients: 192
Average Client Assets: $361,412
Frequently Asked Questions
WORLD INVESTMENTS, INC. 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 INVESTMENTS, INC. is subject to fiduciary duty under federal law.
WORLD INVESTMENTS, INC. is headquartered in LINCROFT, NJ.
WORLD INVESTMENTS, INC. serves 192 high-net-worth clients according to their SEC filing dated May 30, 2025. View client details ↓
According to their SEC Form ADV, WORLD INVESTMENTS, INC. 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 INVESTMENTS, INC. manages $1.7 billion in client assets according to their SEC filing dated May 30, 2025.
According to their SEC Form ADV, WORLD INVESTMENTS, INC. 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 High-Net-Worth Client Assets: $361,412
Total Client Accounts: 4,697
Discretionary Accounts: 4,398
Non-Discretionary Accounts: 299
Regulatory Filings
CRD Number: 20626
Filing ID: 1994760
Last Filing Date: 2025-05-30 14:41:00
Website: https://tfsweb.com