Hedgewise (CRD# 173286) is a financial advisory firm headquartered in , . They manage $55,026,512 in 53 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management55MILLION
Total Number of Accounts53ACCOUNTS
Average Account Value$1,038,236
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Lee Tobey (CRD# 6402387) is an Investment Advisor Representative working at Hedgewise in Alameda, CA and has over 4 years of experience in the finance industry.