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LUTHER FOREST WEALTH ADVISORS, L.L.C.
LUTHER FOREST WEALTH ADVISORS, L.L.C.
MALTA, New York
·
4 registered advisors
·
CRD# 142714
SEC# 801-67506
0
518-899-5904
01
Firm Overview
AUM
$72M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at LUTHER FOREST WEALTH ADVISORS, L.L.C.
4 registered advisors
Daniel Robert Kumlander
MALTA, New York
CRD# 4503688
Kenneth Edward Hay
MALTA, New York
CRD# 5767383
Robert Richard Roback Jr.
MALTA, New York
CRD# 5924509
Timothy William Pehl
MALTA, New York
CRD# 2981855
05
Office Locations
MALTA, New York
4 advisors
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Data sourced from SEC Form ADV filings. LUTHER FOREST WEALTH ADVISORS, L.L.C. (CRD# 142714) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.