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WORLD ADVISORY SERVICES
437 Newman Springs Rd
Lincroft, New Jersey 07738
Tel: 732-758-9300
About WORLD ADVISORY SERVICES
WORLD ADVISORY SERVICES, formally registered with the SEC as WORLD ADVISORY SERVICES. The firm was established in 05/05/1999. They have over 95 offices throughout the country.
WORLD ADVISORY SERVICES is a Lincroft, New Jersey based Financial Planning firm with nearly $1,317,985,140 assets under management, offering retirement planning & investment advisory services to 5238 clients. The firm is staffed with 155 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 20626 |
| SEC# | 801-56426 |
| Assets Managed by Firm | $1,317,985,140 |
| No. of Clients | 5238 |
| No. of Advisors | 155 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5238 | $1,317,985,140 |
| Individuals (other than high net worth individuals) | 3352 | $1,236,138,263 |
| High net worth individuals | 225 | $81,846,877 |
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|---|---|---|---|
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