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James Wagner Zerweck

IC ADVISORY SERVICES, INC.·BEDMINSTER, New Jersey
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1420 ROUTE 206 NORTH, BEDMINSTER, NJ 07921CRD# 2636989Firm CRD# 140190
01

About

James Wagner Zerweck is a registered financial advisor based in BEDMINSTER, New Jersey, affiliated with IC ADVISORY SERVICES, 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
03

Firm Overview

Firm
IC ADVISORY SERVICES, INC.
IC ADVISORY SERVICES, INC.
AUM
$2.1B
Regulatory assets under management
Employees
220
Total firm employees
View all advisors at IC ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2636989
Firm CRD# 140190
7 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Wagner Zerweck offer?
James Wagner Zerweck specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEDMINSTER, New Jersey for a consultation.
What are James Wagner Zerweck's credentials?
James Wagner Zerweck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Wagner Zerweck located?
James Wagner Zerweck is based in BEDMINSTER, New Jersey, working with IC ADVISORY SERVICES, INC.. Their office serves clients in the BEDMINSTER metropolitan area and surrounding communities.
How does James Wagner Zerweck charge for services?
James Wagner Zerweck'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 IC ADVISORY SERVICES, INC.?
IC ADVISORY SERVICES, INC. has approximately 220 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Jersey
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City Guides
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Research
Advisor Fees in New JerseyNational Fee Analysis
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