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Diahann Wyke Lassus

LASSUS WHERLEY & ASSOCIATES, INC.·NEW PROVIDENCE, New Jersey
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1 ACADEMY STREET, NEW PROVIDENCE, NJ 07974-1842CRD# 1642685Firm CRD# 110924
01

About

Diahann Wyke Lassus is a registered financial advisor based in NEW PROVIDENCE, New Jersey, affiliated with LASSUS WHERLEY & ASSOCIATES, 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
LASSUS WHERLEY & ASSOCIATES, INC.
LASSUS WHERLEY
AUM
$617M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at LASSUS WHERLEY & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1642685
Firm CRD# 110924
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Diahann Wyke Lassus offer?
Diahann Wyke Lassus specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW PROVIDENCE, New Jersey for a consultation.
What are Diahann Wyke Lassus's credentials?
Diahann Wyke Lassus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diahann Wyke Lassus located?
Diahann Wyke Lassus is based in NEW PROVIDENCE, New Jersey, working with LASSUS WHERLEY & ASSOCIATES, INC.. Their office serves clients in the NEW PROVIDENCE metropolitan area and surrounding communities.
How does Diahann Wyke Lassus charge for services?
Diahann Wyke Lassus's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LASSUS WHERLEY & ASSOCIATES, INC.?
LASSUS WHERLEY & ASSOCIATES, INC. has approximately 17 employees and manages $617M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEW PROVIDENCE
Clare Elizabeth Wherley — LASSUS WHERLEY & ASSOCIATES, INC.Deborah Joan Rivosa — LASSUS WHERLEY & ASSOCIATES, INC.Robert Tilson — TILSON FINANCIAL GROUP INCRichard Craig Travia — WILDCAT ADVISORY GROUP, LLCTodd Martin Poland — LASSUS WHERLEY & ASSOCIATES, INC.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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