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WISER ADVISOR GROUP LLC
WISER ADVISOR GROUP LLC
WISER ADVISOR GROUP
1 registered advisor
·
CRD# 326579
SEC# 801-127992
1
480-500-9055
01
Firm Overview
AUM
$118M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at WISER ADVISOR GROUP LLC
1 registered advisor
Larry Lytle
PHOENIX, Arizona
CRD# 4872962
05
Office Locations
PHOENIX, Arizona
1 advisor
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Data sourced from SEC Form ADV filings. WISER ADVISOR GROUP LLC (CRD# 326579) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.