Wise, James Leroy
Wise, James Leroy (CRD# 129629) is a financial advisory firm headquartered in , . They manage $13,228,457 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wise, James Leroy
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts29ACCOUNTS
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Average Account Value$456,154
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Wise, James Leroy
No Advisor Found.
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