Be advised. This firm is no longer registered.

Lassus Wherley

Lassus Wherley (CRD# 110924) is a financial advisory firm headquartered in New Providence, NJ. They manage $579,857,338 in 1,662 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
1 Academy Street, New Providence, NJ 07974
http://www.lassuswherley.com/
By the Numbers
  • Total Assets Under Management
    580
    MILLION
  • Total Number of Accounts
    1,662
    ACCOUNTS
  • Average Account Value
    $348,891
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, WA

Financial Advisors at Lassus Wherley
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals