Wertime Financial Services, Inc.
Wertime Financial Services, Inc. (CRD# 116025) is a financial advisory firm headquartered in , . They manage $10,500,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts32ACCOUNTS
Average Account Value$328,125
- 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
Steven Wertime (CRD# 1267332) is an Investment Advisor Representative working at Wertime Financial Services, Inc. in Falls Church, VA and has over 32 years of experience in the finance industry.