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WORTH VENTURE PARTNERS, LLC
WORTH VENTURE PARTNERS, LLC
FORT LEE, New Jersey
·
4 registered advisors
·
CRD# 168610
SEC# 801-106972
0
212-558-9017
01
Firm Overview
AUM
$607M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at WORTH VENTURE PARTNERS, LLC
4 registered advisors
Abby I Flamholz
NEW YORK, New York
CRD# 2670465
Andrew Bernard De Montille
NEW YORK, New York
CRD# 4826056
David Alexander Wertentheil
NEW YORK, New York
CRD# 4434065
Laurence E. Wiseman
FORT LEE, New Jersey
CRD# 5533686
05
Office Locations
NEW YORK, New York
3 advisors
FORT LEE, New Jersey
1 advisor
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Data sourced from SEC Form ADV filings. WORTH VENTURE PARTNERS, LLC (CRD# 168610) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.