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WGI DM, LLC
WGI DM, LLC
BOSTON, Massachusetts
·
2 registered advisors
·
CRD# 334219
SEC# 801-131865
0
617-428-4040
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at WGI DM, LLC
2 registered advisors
Jarrod James Pelletier
BOSTON, Massachusetts
CRD# 4956762
Joshua Levering Byrne
BOSTON, Massachusetts
CRD# 1949727
05
Office Locations
BOSTON, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. WGI DM, LLC (CRD# 334219) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.