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Jeffrey Stephen Wund

POINT B PLANNING, LLC·KATONAH, New York
Unclaimed Profile
23 PARKWAY, KATONAH, NY 10536CRD# 3265536Firm CRD# 172961
01

About

Jeffrey Stephen Wund is a registered financial advisor based in KATONAH, New York, affiliated with POINT B PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
POINT B PLANNING, LLC
ATWOB
AUM
$74M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at POINT B PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3265536
Firm CRD# 172961
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Stephen Wund offer?
Jeffrey Stephen Wund specializes in Financial Planning, Investment Management. Contact their office in KATONAH, New York for a consultation.
What are Jeffrey Stephen Wund's credentials?
Jeffrey Stephen Wund is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Stephen Wund located?
Jeffrey Stephen Wund is based in KATONAH, New York, working with POINT B PLANNING, LLC. Their office serves clients in the KATONAH metropolitan area and surrounding communities.
How does Jeffrey Stephen Wund charge for services?
Jeffrey Stephen Wund'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 POINT B PLANNING, LLC?
POINT B PLANNING, LLC has approximately 3 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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