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Alan Howard Wapnick

STRATEGY ASSET MANAGERS L.L.C.·WOODCLIFF LAKE, New Jersey
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50 TICE BOULEVARD, WOODCLIFF LAKE, NJ 07677CRD# 728670Firm CRD# 109939
01

About

Alan Howard Wapnick is a registered financial advisor based in WOODCLIFF LAKE, New Jersey, affiliated with STRATEGY ASSET MANAGERS L.L.C.. 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
STRATEGY ASSET MANAGERS L.L.C.
STRATEGY ASSET MANAGERS L.L.C.
AUM
$631M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at STRATEGY ASSET MANAGERS L.L.C. →
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
Performance-based fees
Regulatory
SEC/IARD CRD# 728670
Firm CRD# 109939
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Howard Wapnick offer?
Alan Howard Wapnick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODCLIFF LAKE, New Jersey for a consultation.
What are Alan Howard Wapnick's credentials?
Alan Howard Wapnick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Howard Wapnick located?
Alan Howard Wapnick is based in WOODCLIFF LAKE, New Jersey, working with STRATEGY ASSET MANAGERS L.L.C.. Their office serves clients in the WOODCLIFF LAKE metropolitan area and surrounding communities.
How does Alan Howard Wapnick charge for services?
Alan Howard Wapnick's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGY ASSET MANAGERS L.L.C.?
STRATEGY ASSET MANAGERS L.L.C. has approximately 12 employees and manages $631M 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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Research
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