Luther Forest Wealth Advisors, LLC
Luther Forest Wealth Advisors, LLC (CRD# 142714) is a financial advisory firm headquartered in Malta, NY. They manage $72,188,730 in 427 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Luther Forest Wealth Advisors, LLC
By the Numbers
-
Total Assets Under Management72MILLION
-
Total Number of Accounts427ACCOUNTS
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Average Account Value$169,060
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, NY
Financial Advisors at Luther Forest Wealth Advisors, LLC
No Advisor Found.
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