Wax Asset Management LLC

Wax Asset Management LLC (CRD# 157405) is a financial advisory firm headquartered in , . They manage $25,131,074 in 108 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $232,695
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
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.

CT, NY, TX

Financial Advisors at Wax Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Evan H. Wax
CRD#: 4694935
Madison, CT
93
Wealthminder
score

Evan Wax (CRD# 4694935) is an Investment Advisor Representative working at Wax Asset Management LLC in Madison, CT and has over 13 years of experience in the finance industry.

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