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WWK ADVISORS, LLC
WWK ADVISORS, LLC
NORTHVILLE, Michigan
·
2 registered advisors
·
CRD# 154761
SEC# 801-71775
0
248.449.8300
01
Firm Overview
AUM
$471M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
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
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WWK ADVISORS, LLC
2 registered advisors
Daniel John Welch
NORTHVILLE, Michigan
CRD# 2160552
Jason Matthew Welch
NORTHVILLE, Michigan
CRD# 2436809
05
Office Locations
NORTHVILLE, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. WWK ADVISORS, LLC (CRD# 154761) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.