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Morris Wolfson

LANX MANAGEMENT, LLC·WHITE PLAINS, New York
Unclaimed Profile
75 SOUTH BROADWAY, WHITE PLAINS, NY 10601CRD# 5063330Firm CRD# 138305
01

About

Morris Wolfson is a registered financial advisor based in WHITE PLAINS, New York, affiliated with LANX MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LANX MANAGEMENT, LLC
LANX MANAGEMENT, LLC
AUM
$212M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LANX MANAGEMENT, LLC →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: VARIABLE NEGOTIATED FEES
Regulatory
SEC/IARD CRD# 5063330
Firm CRD# 138305
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Morris Wolfson offer?
Morris Wolfson specializes in Retirement Planning. Contact their office in WHITE PLAINS, New York for a consultation.
What are Morris Wolfson's credentials?
Morris Wolfson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Morris Wolfson located?
Morris Wolfson is based in WHITE PLAINS, New York, working with LANX MANAGEMENT, LLC. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How does Morris Wolfson charge for services?
Morris Wolfson's firm is compensated through percentage of aum, performance-based fees, other: variable negotiated fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LANX MANAGEMENT, LLC?
LANX MANAGEMENT, LLC has approximately 3 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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