Kaspian Wealth Management

Kaspian Wealth Management (CRD# 162028) is a financial advisory firm headquartered in Woodcliff Lake, NJ. They manage $5,079,029 in 29 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
172 Broadway, Front Bldg, Suite 102, Woodcliff Lake, NJ 07677
http://www.kaspianwealth.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $175,139
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Kaspian Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Kwesi Simmsparris, financial advisor Woodcliff Lake NJ
Kwesi A. Simmsparris
CRD#: 4675936
172 Broadway, Front Bldg, Suite 102, Woodcliff Lake, NJ 07677

Kwesi Simmsparris (CRD# 4675936) is an Investment Advisor Representative working at Kaspian Wealth Management in Woodcliff Lake, NJ and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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