Wernau Asset Management

Wernau Asset Management (CRD# 129473) is a financial advisory firm headquartered in Gloucester, MA. They manage $86,722,699 in 202 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $429,320
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

MA, NY

Financial Advisors at Wernau Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan L. Iannacone
CRD#: 6397048
Gloucester, MA 01930

Jonathan Iannacone (CRD# 6397048) is an Investment Advisor Representative working at Wernau Asset Management in Gloucester, MA and has over 5 years of experience in the finance industry.

2
Peter C. Wernau
CRD#: 4741275
Gloucester, MA 01930

Peter Wernau (CRD# 4741275) is an Investment Advisor Representative working at Wernau Asset Management in Gloucester, MA and has over 16 years of experience in the finance industry.

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