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).
Total Assets Under Management87MILLION
Total Number of Accounts202ACCOUNTS
Average Account Value$429,320
- 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
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.
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.