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WERNAU ASSET MANAGEMENT INC.
WERNAU ASSET MANAGEMENT INC.
WERNAU ASSET MANAGEMENT
GLOUCESTER, Massachusetts
·
2 registered advisors
·
CRD# 129473
SEC# 801-118713
0
617-871-0029
01
Firm Overview
AUM
$170M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WERNAU ASSET MANAGEMENT INC.
2 registered advisors
Jonathan Louis Iannacone
GLOUCESTER, Massachusetts
CRD# 6397048
Peter Christopher Wernau
GLOUCESTER, Massachusetts
CRD# 4741275
05
Office Locations
GLOUCESTER, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. WERNAU ASSET MANAGEMENT INC. (CRD# 129473) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.