WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC

WMGNA
FARMINGTON, Connecticut·2 registered advisors·CRD# 125765
SEC# 801-1303881860-679-5255
01

Firm Overview

AUM
$191M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC

2 registered advisors
Brian Perry Beck
FARMINGTON, Connecticut
Daniel Jay Friedman
FARMINGTON, Connecticut
05

Office Locations

FARMINGTON, Connecticut
2 advisors

Research financial advisors

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

Browse All Advisors
Data sourced from SEC Form ADV filings. WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC (CRD# 125765) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.