Overview
Assets Under Management: $388 million
Headquarters: NORTHVILLE, MI
High-Net-Worth Clients: 52
Average Client Assets: $1.9 million
Frequently Asked Questions
WWK ADVISORS, LLC 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 #154761), WWK ADVISORS, LLC is subject to fiduciary duty under federal law.
WWK ADVISORS, LLC is headquartered in NORTHVILLE, MI.
WWK ADVISORS, LLC serves 52 high-net-worth clients according to their SEC filing dated October 19, 2018. View client details ↓
According to their SEC Form ADV, WWK ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WWK ADVISORS, LLC manages $388 million in client assets according to their SEC filing dated October 19, 2018.
According to their SEC Form ADV, WWK ADVISORS, LLC 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: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.25%
Average Client Assets: $1.9 million
Total Client Accounts: 543
Discretionary Accounts: 519
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 154761
Filing ID: 1246901
Last Filing Date: 2018-10-19 13:33:00