LASSUS WHERLEY & ASSOCIATES, INC.

LASSUS WHERLEY

NEW PROVIDENCE, New Jersey·3 registered advisors·CRD# 110924

SEC# 801-275671908-464-0102

01

Firm Overview

AUM

$617M

Regulatory assets under management

Employees

17

Total firm employees

Advisors

3

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.

3 registered advisors

Clare Elizabeth Wherley

NEW PROVIDENCE, New Jersey

Deborah Joan Rivosa

NEW PROVIDENCE, New Jersey

Diahann Wyke Lassus

NEW PROVIDENCE, New Jersey

05

Office Locations

NEW PROVIDENCE, New Jersey

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

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.