Claim Profile
WG

William Lawrence Groeneveld

NATIONAL ASSET MANAGEMENT, INC.·BOCA RATON, Florida
Series 27Series 24Series 99Series 57Series 55Series 7Series 63SIE
Unclaimed Profile
5000 T-REX AVENUE, BOCA RATON, FL 33431CRD# 2127534Firm CRD# 115927
01

About

William Lawrence Groeneveld is a registered financial advisor based in BOCA RATON, Florida, affiliated with NATIONAL ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
B. RILEY WEALTH ADVISORS, INC.
B. RILEY WEALTH ADVISORS, INC.
AUM
$7.6B
Regulatory assets under management
Employees
457
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2127534
Firm CRD# 115927
254 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOCA RATON?

Browse all registered financial advisors in BOCA RATON, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Lawrence Groeneveld offer?
William Lawrence Groeneveld specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are William Lawrence Groeneveld's credentials?
William Lawrence Groeneveld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Lawrence Groeneveld located?
William Lawrence Groeneveld is based in BOCA RATON, Florida, working with NATIONAL ASSET MANAGEMENT, INC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does William Lawrence Groeneveld charge for services?
William Lawrence Groeneveld's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NATIONAL ASSET MANAGEMENT, INC.?
NATIONAL ASSET MANAGEMENT, INC. has approximately 457 employees and manages $7.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty