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Peter Christopher Wernau

WERNAU ASSET MANAGEMENT INC.·GLOUCESTER, Massachusetts
Clean recordWERNAU ASSET MANAGEMENT INC.
30 WESTERN AVE, GLOUCESTER, MA 01930CRD# 4741275Firm CRD# 129473

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Christopher Wernau · GLOUCESTER, MA
Registration
CRD #4741275 · WERNAU ASSET MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Peter Christopher Wernau is a registered financial advisor based in GLOUCESTER, Massachusetts, affiliated with WERNAU 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
Introduction

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03

Firm Overview

Firm
WERNAU ASSET MANAGEMENT INC.
WERNAU ASSET MANAGEMENT
AUM
$170M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WERNAU ASSET MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4741275
Firm CRD# 129473
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter Christopher Wernau offer?
Peter Christopher Wernau specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GLOUCESTER, Massachusetts for a consultation.
What are Peter Christopher Wernau's credentials?
Peter Christopher Wernau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Christopher Wernau located?
Peter Christopher Wernau is based in GLOUCESTER, Massachusetts, working with WERNAU ASSET MANAGEMENT INC.. Their office serves clients in the GLOUCESTER metropolitan area and surrounding communities.
How does Peter Christopher Wernau charge for services?
Peter Christopher Wernau'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 WERNAU ASSET MANAGEMENT INC.?
WERNAU ASSET MANAGEMENT INC. has approximately 2 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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GLOUCESTER, MA

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Research
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