Wjr Financial, LLC
Wjr Financial, LLC (CRD# 145298) is a financial advisory firm headquartered in Southport, CT. They manage $39,575,000 in 114 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management40MILLION
-
Total Number of Accounts114ACCOUNTS
-
Average Account Value$347,149
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, MA, RI
Financial Advisors at Wjr Financial, LLC
No Advisor Found.
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