WFA ASSET MANAGEMENT CORP

WHITEFISH BAY, Wisconsin·2 registered advisors·CRD# 106102
SEC# 801-448080414-727-8181
01

Firm Overview

AUM
$374M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WFA ASSET MANAGEMENT CORP

2 registered advisors
Marilou Davido
WHITEFISH BAY, Wisconsin
Nicholas Enea
WHITEFISH BAY, Wisconsin
05

Office Locations

WHITEFISH BAY, Wisconsin
2 advisors

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Data sourced from SEC Form ADV filings. WFA ASSET MANAGEMENT CORP (CRD# 106102) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.