Willink Asset Management LLC
Willink Asset Management LLC (CRD# 117622) is a financial advisory firm headquartered in East Aurora, NY. They manage $47,227,165 in 125 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Willink Asset Management LLC
By the Numbers
-
Total Assets Under Management47MILLION
-
Total Number of Accounts125ACCOUNTS
-
Average Account Value$377,817
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
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Willink Asset Management LLC
1
Russell Schmidt (CRD# 1142377) is an Investment Advisor Representative working at Willink Asset Management LLC in East Aurora, NY and has over 37 years of experience in the finance industry.
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