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Home > Retirement Planners > new york > malta > LUTHER FOREST WEALTH ADVISORS, L.L.C.
LUTHER FOREST WEALTH ADVISORS, L.L.C.
2715 Route 9
Suite 101
Malta, New York 12020
Tel: 518-899-5904
About LUTHER FOREST WEALTH ADVISORS, L.L.C.
LUTHER FOREST WEALTH ADVISORS, LLC, formally registered with the SEC as LUTHER FOREST WEALTH ADVISORS, LLC. The firm was established in 03/09/2007. They have over 1 offices throughout the country.
LUTHER FOREST WEALTH ADVISORS, L.L.C. is a Malta, New York based Financial Planning firm with nearly $83,605,634 assets under management, offering retirement planning & investment advisory services to 441 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142714 |
| SEC# | 801-67506 |
| Assets Managed by Firm | $83,605,634 |
| No. of Clients | 441 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 441 | $83,605,634 |
| Individuals (other than high net worth individuals) | 164 | $32,537,943 |
| High net worth individuals | 27 | $50,085,787 |
| Charitable organizations | Fewer than 5 clients | $981,904 |
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