New Wave Financial Services

New Wave Financial Services (CRD# 173224) is a financial advisory firm headquartered in , . They manage $72,065,040 in 225 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $320,289
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
  • 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.

CA, NY, TX

Financial Advisors at New Wave Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Gregory S. Meyer
CRD#: 5841447
Hermosa Beach, CA

Gregory Meyer (CRD# 5841447) is an Investment Advisor Representative working at New Wave Financial Services in Hermosa Beach, CA and has over 13 years of experience in the finance industry.

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