SOUTHWIND ASSOCIATES OF NJ INC.

VILLAFRANCO WEALTH MANAGEMENT
5 registered advisors·CRD# 110371
SEC# 801-5741202013761507
01

Firm Overview

AUM
$257M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningFee-Only Advisory
04

Advisors at SOUTHWIND ASSOCIATES OF NJ INC.

5 registered advisors
Amanda Marie Villafranco
NY, New York
Anthony Angelo Durkin
MONTVALE, New Jersey
Anthony J. Laperuta
NY, New York
Joshua A. Prager
NY, New York
William Scott Villafranco
NY, New York
05

Office Locations

NY, New York
4 advisors
MONTVALE, New Jersey
1 advisor

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Data sourced from SEC Form ADV filings. SOUTHWIND ASSOCIATES OF NJ INC. (CRD# 110371) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.