The Wf Group, LLC

The Wf Group, LLC (CRD# 166626) is a financial advisory firm headquartered in , . They manage $8,600,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,228,571
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at The Wf Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Ferdinand, financial advisor Greenwich CT
William V. Ferdinand
CRD#: 1537743
Greenwich, CT

William Ferdinand (CRD# 1537743) is an Investment Advisor Representative working at The Wf Group, LLC in Greenwich, CT and has over 34 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.

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