Wernau Asset Management

Wernau Asset Management (CRD# 129473) is a financial advisory firm headquartered in Gloucester, MA. They manage $170,039,623 in 221 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
30 Western Ave, Suite 206, Gloucester, MA 01930
http://www.wernauassetmanagement.com
By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $769,410
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

MA, NH, NY

Financial Advisors at Wernau Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan Iannacone, financial advisor Gloucester MA
Jonathan L. Iannacone
CRD#: 6397048
30 Western Ave, Suite 206, Gloucester, MA 01930

Jonathan Iannacone (CRD# 6397048) is an Investment Advisor Representative working at Wernau Asset Management in Gloucester, MA and has over 9 years of experience in the finance industry.

2
Peter Wernau, financial advisor Gloucester MA
Peter C. Wernau
CRD#: 4741275
30 Western Ave, Suite 206, Gloucester, MA 01930

Peter Wernau (CRD# 4741275) is an Investment Advisor Representative working at Wernau Asset Management in Gloucester, MA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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