Wolf Robertson Advisors Inc.
Wolf Robertson Advisors Inc. (CRD# 140854) is a financial advisory firm headquartered in Thiensville, WI. They manage $5,200,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$208,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Sternman (CRD# 5194963) is an Investment Advisor Representative working at Wolf Robertson Advisors Inc. in Thiensville, WI and has over 11 years of experience in the finance industry.