100 Campus Drive
W Suite 400
Florham Park, New Jersey 07932
Tel: 973-577-2872
WISS PRIVATE CLIENT ADVISORS, LLC, formally registered with the SEC as WISS PRIVATE CLIENT ADVISORS, LLC. The firm was established in 08/30/2019. They have over 2 offices throughout the country.
WISS PRIVATE CLIENT ADVISORS, LLC is a Florham Park, New Jersey based Financial Planning firm with nearly $539,700,078 assets under management, offering retirement planning & investment advisory services to 486 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 286319 |
SEC# | 801-117284 |
Assets Managed by Firm | $539,700,078 |
No. of Clients | 486 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 486 | $539,700,078 |
Individuals (other than high net worth individuals) | 33 | $22,166,782 |
High net worth individuals | 85 | $517,533,296 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
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