Wbg Advisors LLC

Wbg Advisors LLC (CRD# 151161) is a financial advisory firm headquartered in , . They manage $109,800,000 in 25 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $4,392,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
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

Financial Advisors at Wbg Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven E. Parmelee
CRD#: 1069437
Westport, CT
93
Wealthminder
score

Steven Parmelee (CRD# 1069437) is an Investment Advisor Representative working at Wbg Advisors LLC in Westport, CT and has over 13 years of experience in the finance industry.

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