The Investment Advisor LLC

The Investment Advisor LLC (CRD# 152589) is a financial advisory firm headquartered in West Pittston, PA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at The Investment Advisor LLC
Showing 1 - 1 of 1 top financial advisors.
1
Louis B. Wolkenstein
CRD#: 1912919
West Pittston, PA
81
Wealthminder
score

Louis Wolkenstein (CRD# 1912919) is an Investment Advisor Representative working at The Investment Advisor LLC in West Pittston, PA and has over 27 years of experience in the finance industry.

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