Wna Wealth Advisors, Inc.
Wna Wealth Advisors, Inc. (CRD# 106792) is a financial advisory firm headquartered in Hinsdale, IL. They manage $355,281,020 in 863 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Wna Wealth Advisors, Inc.
By the Numbers
-
Total Assets Under Management355MILLION
-
Total Number of Accounts863ACCOUNTS
-
Average Account Value$411,681
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IL, IN, WI
Financial Advisors at Wna Wealth Advisors, Inc.
No Advisor Found.
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