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WFA ASSET MANAGEMENT CORP
633 E. Henry Clay Street
Whitefish Bay, Wisconsin 53217
Tel: 414-727-8181
About WFA ASSET MANAGEMENT CORP
WFA ASSET MANAGEMENT CORP, formally registered with the SEC as WFA ASSET MANAGEMENT CORP. The firm was established in 10/27/1993. They have over 1 offices throughout the country.
WFA ASSET MANAGEMENT CORP is a Whitefish Bay, Wisconsin based Financial Planning firm with nearly $373,894,502 assets under management, offering retirement planning & investment advisory services to 1395 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106102 |
| SEC# | 801-44808 |
| Assets Managed by Firm | $373,894,502 |
| No. of Clients | 1395 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (TAX PREPARATION)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1395 | $373,894,502 |
| Individuals (other than high net worth individuals) | 358 | $140,220,605 |
| High net worth individuals | 100 | $232,458,151 |
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