Villafranco Wealth Management

Villafranco Wealth Management (CRD# 110371) is a financial advisory firm headquartered in Cresskill, NJ. They manage $257,038,546 in 124 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
Po Box 606, Cresskill, NJ 07626
By the Numbers
  • Total Assets Under Management
    257
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $2,072,892
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, CT, FL, NJ, NY, TX

Financial Advisors at Villafranco Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
William Villafranco, financial advisor Cresskill NJ
William S. Villafranco
CRD#: 2190885
Cresskill, NJ

William Villafranco (CRD# 2190885) is an Investment Advisor Representative working at Villafranco Wealth Management in Cresskill, NJ and has over 27 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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