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LASSUS WHERLEY & ASSOCIATES, INC.
LASSUS WHERLEY & ASSOCIATES, INC.
LASSUS WHERLEY
NEW PROVIDENCE, New Jersey
·
4 registered advisors
·
CRD# 110924
SEC# 801-27567
1
908-464-0102
01
Firm Overview
AUM
$617M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LASSUS WHERLEY & ASSOCIATES, INC.
4 registered advisors
Clare Elizabeth Wherley
NEW PROVIDENCE, New Jersey
CRD# 4392310
Deborah Joan Rivosa
NEW PROVIDENCE, New Jersey
CRD# 5715698
Diahann Wyke Lassus
NEW PROVIDENCE, New Jersey
CRD# 1642685
Todd Martin Poland
NEW PROVIDENCE, New Jersey
CRD# 7022942
05
Office Locations
NEW PROVIDENCE, New Jersey
4 advisors
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Data sourced from SEC Form ADV filings. LASSUS WHERLEY & ASSOCIATES, INC. (CRD# 110924) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.