1043 South Oakwood Ave
Geneseo, Illinois 61254
Tel: 309-944-1117
WISDOM FINANCIAL SERVICES, LLC, formally registered with the SEC as WISDOM FINANCIAL SERVICES, LLC. The firm was established in 03/05/2018. They have over 4 offices throughout the country.
WISDOM FINANCIAL SERVICES, L.L.C. is a Geneseo, Illinois based Financial Planning firm with nearly $635,352,146 assets under management, offering retirement planning & investment advisory services to 1423 clients. The firm is staffed with 16 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 127385 |
SEC# | 801-112566 |
Assets Managed by Firm | $635,352,146 |
No. of Clients | 1423 |
No. of Advisors | 16 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1423 | $635,352,146 |
Individuals (other than high net worth individuals) | 1423 | $635,352,146 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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