Wander Financial Services, LLC
Wander Financial Services, LLC (CRD# 151534) is a financial advisory firm headquartered in , . They manage $33,270,891 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wander Financial Services, LLC
By the Numbers
-
Total Assets Under Management33MILLION
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$1,330,836
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Wander Financial Services, LLC
1
Robert Wander (CRD# 2190114) is an Investment Advisor Representative working at Wander Financial Services, LLC in New York, NY and has over 32 years of experience in the finance industry.
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