Wiser Investments
Wiser Investments (CRD# 153347) is a financial advisory firm headquartered in Lynden, WA. They manage $3,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wiser Investments
By the Numbers
-
Total Assets Under Management3MILLION
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Total Number of Accounts40ACCOUNTS
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Average Account Value$75,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- 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.
WA
Financial Advisors at Wiser Investments
No Advisor Found.
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