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William Frederick Wadsworth

PORTFOLIO TIMING SERVICE·NORTH HAVEN, Connecticut
Unclaimed Profile
565 WASHINGTON AVENUE, NORTH HAVEN, CT 06473CRD# 1987068Firm CRD# 111047
01

About

William Frederick Wadsworth is a registered financial advisor based in NORTH HAVEN, Connecticut, affiliated with PORTFOLIO TIMING SERVICE. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PORTFOLIO TIMING SERVICE
PTS ASSET MANAGEMENT
AUM
$226M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PORTFOLIO TIMING SERVICE →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1987068
Firm CRD# 111047
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Frederick Wadsworth offer?
William Frederick Wadsworth specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORTH HAVEN, Connecticut for a consultation.
What are William Frederick Wadsworth's credentials?
William Frederick Wadsworth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Frederick Wadsworth located?
William Frederick Wadsworth is based in NORTH HAVEN, Connecticut, working with PORTFOLIO TIMING SERVICE. Their office serves clients in the NORTH HAVEN metropolitan area and surrounding communities.
How does William Frederick Wadsworth charge for services?
William Frederick Wadsworth's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO TIMING SERVICE?
PORTFOLIO TIMING SERVICE has approximately 6 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORTH HAVEN
David G Luty — PORTFOLIO TIMING SERVICE
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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