SOUTHWIND ASSOCIATES OF NJ INC.

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

Firm Overview

AUM
$257M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
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.

2 registered advisors
Anthony Angelo Durkin
MONTVALE, New Jersey
William Scott Villafranco
NY, New York
05

Office Locations

MONTVALE, New Jersey
1 advisor
NY, New York
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.