Wernau Asset Management
Wernau Asset Management (CRD# 129473) is a financial advisory firm headquartered in Newton, MA. They manage $89,226,330 in 215 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management89MILLION
Total Number of Accounts215ACCOUNTS
Average Account Value$415,006
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Matthew Horan (CRD# 5634892) is an Investment Advisor Representative with Wernau Asset Management located in Newton, MA. Matthew has over 7 years of experience as an IRA and over 20 years in experience in financail sevices including mortgage and real estate brokerage.
Peter Wernau (CRD# 4741275) is an Investment Advisor Representative working at Wernau Asset Management in Newton, MA and has over 14 years of experience in the finance industry.
Jonathan Iannacone (CRD# 6397048) is an Investment Advisor Representative working at Wernau Asset Management in Newton, MA and has over 3 years of experience in the finance industry.